Berater:in Vermögensmanagement Firmenkunden (w/m/d)
Core
Provide holistic wealth management advice for corporate clients, covering private and business assets, including generational and real estate planning.
Role type
Senior wealth management consultant (corporate clients)
Builds
Tailored wealth structuring solutions, asset allocation strategies, and financial planning for corporate clients.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic wealth management, strategic asset planning, generational planning, real estate management, financial statement analysis, business development, product knowledge (deposits, securities, private pension), stakeholder management
Preferred skills
Experience with affluent corporate clients, strong sales orientation, mobility for client visits
Technologies
Financial planning tools, portfolio management systems
Responsibilities
Conduct comprehensive wealth planning for corporate clients, develop customized asset strategies, acquire new corporate clients, coordinate with internal specialists
Seniority
Mid-Senior, hands-on IC