Vermögenskundenberater (m/w/d)
Core
Develop individual investment, pension, and wealth strategies for high-net-worth clients, providing advice on asset building, preservation, and long-term financial planning.
Role type
Wealth advisor (financial services)
Builds
Financial and pension solutions for private banking clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Investment strategy, high-net-worth client management, financial planning, open funds, equities, bonds, insurance solutions
Preferred skills
Service orientation, integrity, independent work
Technologies
None stated
Responsibilities
Develop individual investment and wealth strategies, manage and expand a portfolio of high-net-worth clients, analyze client needs to derive suitable financial solutions, ensure high-quality service and client retention
Seniority
Mid-level, experienced advisor