Vermögensberater (m/w/d)
Core
Managing a portfolio of private clients with a focus on asset allocation, wealth management, and pension solutions.
Role type
Wealth advisor (private banking)
Builds
Investment portfolios and pension strategies for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset allocation, wealth management, pension planning, client relationship management, financial product knowledge
Preferred skills
Bank qualification (Bankfachwirt), experience with affluent clients, digital financial products
Technologies
Digital financial platforms
Responsibilities
Conduct holistic consultations on investments and wealth management, manage existing client relationships, acquire new clients, collaborate with internal specialists