Vermögensberater (w/m/d)
Core
Advise private clients on wealth management, portfolio optimization, and financial strategy to achieve individual goals.
Role type
Wealth advisor (private banking)
Builds
Long-term, trusted client relationships and tailored asset strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Comprehensive wealth management knowledge, securities and investment expertise, complex asset planning, sales-oriented consulting, relationship building
Preferred skills
Banking qualification (e.g., Bankfachwirt, DH degree), interest in further training as Bankbetriebswirt, proactive and result-oriented work style