Asset Management Consultant (m/w/d)
Core
Trusted advisor for clients on all financial matters, providing comprehensive asset management, retirement planning, and investment strategies.
Role type
Senior Asset Management Consultant
Builds
Long-term client relationships and tailored investment portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, investment strategy development, business development, networking, German language proficiency
Preferred skills
Banking or finance degree, creative marketing approach
Technologies
N/A
Responsibilities
Serve as the primary contact for all client financial inquiries, develop holistic financial concepts for wealth building and long-term planning, build and maintain long-term client relationships, analyze client investment options and provide recommendations, actively expand professional networks to grow the client base, design and implement creative acquisition and marketing measures.
Seniority
Senior, hands-on IC