Vermögensberater (m/w/d)
Core
Holistic financial advisory and wealth management for affluent private clients in the Hamburg metropolitan region.
Role type
Wealth advisor (private banking)
Builds
Individual, sustainable investment strategies and long-term client relationships
Domain
Private banking / Wealth management
Deliverable
client delivery
Required skills
Investment strategy, equity and pension products, regulatory compliance, macroeconomics and business administration, tax law basics, client acquisition, network expansion
Preferred skills
Financial economics degree or banking training, strong communication skills, team collaboration, self-initiative, reliability