Asset Management Consultant (m/w/d)
Core
Trusted advisor for clients on wealth, savings, and investments, providing holistic financial assessments and tailored strategies for asset building and long-term planning.
Role type
Senior IC asset management consultant
Builds
Individualized financial concepts and investment strategies for clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, network building, strategic planning, investment advisory, business development, marketing strategy
Preferred skills
Banking or financial industry experience, creative problem-solving, proactive communication
Technologies
None stated
Responsibilities
Serve as the primary contact for all client financial inquiries, develop comprehensive financial plans, build and maintain long-term client relationships, analyze investment options, acquire new mandates, and execute marketing activities.
Seniority
Senior, hands-on IC