Vermögenskundenberatung (w/m/d) im BusinessCenter oder FirmenkundenCenter
Core
Proactive wealth and securities investment advisory for business and corporate clients, focusing on asset allocation and long-term partnership building.
Role type
Wealth & Securities Investment Advisor (Corporate/Business Clients)
Builds
Individual investment strategies and long-term client partnerships
Domain
Banking / Wealth Management / Corporate Finance
Deliverable
client delivery
Required skills
Securities investment advisory, asset allocation, tax planning, economic analysis, relationship management, process optimization
Preferred skills
Proactive client engagement, strategic planning, sales orientation
Technologies
Investment products, banking systems
Responsibilities
Advise clients on securities and capital investment topics, develop individual investment strategies, build long-term client partnerships, optimize advisory processes
Seniority
Mid-level, hands-on IC