Anlageberater Bankwesen (w/m/d) Berlin-Steglitz
Core
Develop individual pension and investment strategies for high-net-worth clients and manage an existing portfolio of affluent customers.
Role type
Senior IC wealth management advisor
Builds
Personalized financial planning and asset management solutions
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Investment strategy development, client relationship management, sales, financial product knowledge (funds, stocks, bonds, insurance), service orientation, integrity
Preferred skills
Curiosity about global economy, flexibility, ability to work with little prior experience in wealth management
Technologies
None stated
Responsibilities
Develop individual and needs-based pension and investment strategies, Manage an existing portfolio of high-net-worth clients, Convince financially strong customers through excellent service, Continuously expand the existing client portfolio, Accompany clients in building and maintaining their assets