Finanzberater (m/w/d) im Individualkundengeschäft
Core
Analyze customer needs and develop tailored financial and asset management concepts, including complex securities advice and investment strategies for wealthy private clients.
Role type
Senior financial advisor (wealth management)
Builds
Customized financial and asset management solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, securities advice, investment strategy development, client relationship management, digital media proficiency
Preferred skills
Experience with wealthy private clients, technical innovation openness