Anlageberater Privatkunden (m/w/d)
Core
Advise private clients on money investment, pension planning, and financial future planning.
Role type
Private client investment advisor
Builds
Individual financial security and asset structuring solutions
Domain
Banking and private wealth management
Deliverable
client delivery
Required skills
Investment knowledge, pension planning, account management, private banking, client relationship management
Preferred skills
Personal consulting, service-oriented approach
Responsibilities
Consult private clients on investment and financial planning, develop individual asset structuring solutions, manage assigned client portfolio, assist with account management and additional financial services, collaborate with internal departments and partners for holistic client care