Vermögensberater (m/w/d)
Core
Holistic financial advisory and wealth management for affluent private clients, developing sustainable investment strategies and acquiring new clients in the Hamburg metropolitan area.
Role type
Senior IC wealth advisor (private banking)
Builds
Individual, sustainable investment strategies for private clients
Domain
Finance + Wealth Management
Deliverable
client delivery
Required skills
Wealth management, equity and pension investment, regulatory compliance, macroeconomics and business administration, tax law basics
Preferred skills
Financial economics degree or banking training, strong customer orientation, high self-initiative, reliability, team player, authentic and confident personality, strong written and verbal communication
Responsibilities
Provide holistic advice and care for wealthy private clients, Develop individual, sustainable investment strategies, Actively acquire new clients in the investment business, Expand the existing network in the Hamburg metropolitan area, Optimize the customer experience and increase customer satisfaction
