Betreuer im Vermögensmanagement (m/w/d)
Core
Analyze asset structures, create individual asset strategies, and contribute to the financial security of customers.
Role type
Senior IC wealth management consultant
Builds
Tailored financial solutions and private financial plans for assigned customers
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Asset structure analysis, individual strategy development, private financial planning, knowledge of all asset classes, tax law, contract law, banking law, securities law, modern software application
Preferred skills
Financial Consultant training, practical experience in wealth management or private banking, quality orientation, self-motivation, teamwork, analytical skills, solution orientation