Vermögensberater Bankwesen (m/w/d) Dortmund-Mengede und Lünen
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
Wealth management strategies and client portfolios
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Financial planning, portfolio management, sales, client relationship management, knowledge of open funds, stocks, bonds, and insurance
Preferred skills
Empathy, service-oriented mindset, integrity, flexibility
Technologies
None stated
Responsibilities
Develop individual and needs-based wealth preservation 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