Vermögensberater Bankwesen (w/m/d) Berlin-Steglitz
Core
Develop individual pension and investment strategies for wealthy clients and manage an existing portfolio of high-net-worth customers.
Role type
Senior wealth advisor (banking)
Builds
Pension and investment strategies for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, open funds, stocks, pensions, insurance, client acquisition, portfolio 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
Mid-level, hands-on IC