Junior Vermögensberater Bankwesen (w/m/d) Raum Nürnberg
Core
Develop individual pension and investment strategies for wealthy clients and manage an existing portfolio of high-net-worth customers.
Role type
Junior financial advisor (wealth management)
Builds
Pension and investment strategies for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management advisory, open funds, equities, bonds, insurance products, client relationship management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Develop individual and needs-based pension 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
Seniority
Junior, 2+ years experience