Vermögensberater (m/w/d)
Core
Managing a portfolio of private clients by providing holistic financial advice on investments, securities, wealth management, and pension solutions.
Role type
Wealth advisor (private banking)
Builds
Investment and wealth management solutions for private clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment and securities knowledge, wealth management expertise, client relationship management, financial planning
Preferred skills
Bank professional qualification (Bankfachwirt/in), experience with affluent clients
Technologies
Digital financial products and solutions
Responsibilities
Conduct high-quality consultations on investments and securities, develop conceptual solutions using securities and investment knowledge, maintain existing client relationships, acquire new clients based on needs, collaborate with internal specialists for holistic advice