Investmentberater (m/w/d)
Core
Long-term portfolio management and relationship building for high-net-worth private and corporate clients.
Role type
Senior Investment Advisor (Private Banking)
Builds
Personalized investment strategies and portfolio adjustments for individual clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Capital market knowledge, portfolio management, client relationship management, financial advisory, proactive communication, English fluency
Responsibilities
Manage a long-term portfolio of own clients, explain financial and capital market topics, proactively inform about investment strategies and portfolio adjustments, collaborate with international portfolio management and sales directors