Vermögensberater (m/w/d)
Hybrid
Core
Holistic financial advisory and care for wealthy private clients regarding asset allocation, investment strategies, and wealth management.
Role type
Wealth advisor (private banking)
Builds
Structured individual investment and precaution strategies for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset allocation, wealth management, estate planning, communication, MS Office, structured work, independent work
Preferred skills
Bankfachwirt qualification, further training, digital affinity