Vermögensberater Bankwesen (w/m/d) Wuppertal
Core
Develop individual wealth preservation and investment strategies for affluent clients and manage an existing portfolio of high-net-worth customers.
Role type
Senior wealth advisor (banking)
Builds
Wealth management strategies and client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth strategy development, portfolio management, sales of funds/stocks/pensions/insurance, affluent client acquisition, C1 German language proficiency
Preferred skills
Experience in insurance industry, service-oriented mindset, integrity, flexibility