Vermögensberater (m/w/d)
On-site
Core
Advise high-net-worth private clients on individual investment, provision, and wealth solutions.
Role type
Wealth advisor (private banking)
Builds
Long-term client relationships and tailored wealth strategies
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Investment advice, portfolio management, financial planning, knowledge of funds/securities/provision products/insurance solutions, German language proficiency
Preferred skills
Experience in asset management or advising high-net-worth clients
Responsibilities
Advise clients on investment and wealth strategies, manage and develop existing client portfolios, identify client needs, build long-term client relationships
