Vermögensberater (m/w/d)
Core
Holistic wealth and income management for individual clients, including asset administration, financial planning, and product sales.
Role type
Wealth advisor (individual client segment)
Builds
Comprehensive financial concepts and client portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, financial planning, sales of financial products, client acquisition, relationship management
Preferred skills
Experience with affluent clients, Bafin ID certification
Technologies
Core product portfolio (bundled products, real estate, securities)