Vermögensberater (m/w/d)
Core
Provide holistic, needs-based financial consulting and develop individual asset management concepts for assigned customers.
Role type
Financial Advisor (Wealth Management)
Builds
Individualized financial and investment solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, customer acquisition, portfolio analysis, regulatory compliance, solution design
Preferred skills
Structured financial consulting framework, interest in financial instruments, proactive engagement
Responsibilities
Develop individual asset concepts, analyze customer income and asset developments, acquire new customers, expand customer portfolio
Seniority
Mid-level, individual contributor