Vermögensberater Bankwesen (m/w/d) Erlangen
Core
Develop individual wealth preservation and investment strategies for high-net-worth clients and manage an existing portfolio of affluent customers.
Role type
Senior wealth advisor (banking)
Builds
Personalized financial portfolios and investment strategies for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Wealth management strategy, portfolio management, sales of financial products, client relationship management, financial product knowledge
Preferred skills
Insurance product knowledge, pension planning
Technologies
Open funds, stocks, bonds, insurance products
Responsibilities
Develop individual and needs-based wealth preservation and investment strategies, Manage and expand an existing portfolio of high-net-worth clients, Persuade financially strong customers through excellent service, Guide clients in building and maintaining their assets