Vermögensarchitekt - Beratung / Strategie / Akquise (m/w/d)
Core
Wealth management consultant and strategist for affluent private clients, focusing on holistic asset management, strategy development, and business acquisition.
Role type
Senior IC wealth management consultant (private banking)
Builds
Individualized wealth strategies and client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic wealth management, asset allocation, credit products, business acquisition, relationship management, strategic planning
Preferred skills
(Bank) specialist qualification, securities trading expertise
Technologies
Video consultation tools
Responsibilities
Develop individual wealth strategies for clients, acquire new business connections, refer specific client needs to partner institutions, support operational strategy implementation
Seniority
Senior, hands-on IC