Vermögensberater Bankwesen (w/m/d) Berlin
Core
Develop individual asset protection and investment strategies for wealthy clients and manage an existing portfolio of high-net-worth customers.
Role type
Senior wealth advisor (banking)
Builds
Personalized financial portfolios and investment strategies for affluent individuals
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Wealth management strategy, open funds, equities, pensions, insurance products, client relationship management, financial planning
Preferred skills
Experience in insurance industry, strong service mentality, independent decision-making
Technologies
None stated
Responsibilities
Develop individual and needs-based asset protection and investment strategies, Manage and expand an existing portfolio of high-net-worth clients, Convince financially strong customers through excellent service, Accompany clients in building and maintaining their assets