Vermögensberater (w/m/d)
Core
Wealth advisor for affluent private clients, providing holistic investment and asset management consulting.
Role type
Wealth advisor (private banking)
Builds
Long-term client relationships and comprehensive investment portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic investment consulting, securities and asset management expertise, complex wealth planning, sales-oriented consulting, high client and service orientation, self-initiative
Preferred skills
Banking qualification (e.g., Bankfachwirt, DH-Studium), interest in further training as Bankbetriebswirt