Berater:in Vermögensmanagement Firmenkunden (w/m/d)
Core
Provide holistic wealth management and strategic financial planning for corporate and business clients, including asset structuring, generational management, and real estate management.
Role type
Senior corporate wealth management advisor
Builds
Tailored wealth management solutions and financial strategies for corporate clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Holistic wealth management, strategic financial planning, asset structuring, generational management, real estate management, client acquisition, relationship management, product knowledge (deposits, securities, private pension), internal collaboration
Preferred skills
Strong sales orientation, experience with affluent corporate clients
Technologies
None stated
Responsibilities
Conduct holistic wealth management for corporate clients, develop strategic asset plans, acquire new clients, maintain client relationships, coordinate with internal specialists
Seniority
Senior, experienced IC
