Junior und/oder Senior Spezialist (m/w/d) Vermögen
Core
Holistic wealth management for high-net-worth private clients and corporate clients, including financial analysis, strategic planning, and portfolio expansion.
Role type
Wealth Management Specialist (Junior/Senior)
Builds
Individualized wealth management strategies and client portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Strategic planning, Portfolio management, Client acquisition, Solution-oriented thinking, Self-organization
Preferred skills
Bankkaufmann qualification, Bankfachwirt/Bankbetriebswirt, Business studies, Experience in private banking or wealth advisory
Technologies
N/A
Responsibilities
Analyze customer financial situations and determine funding needs, Create individual strategic wealth plans, Expand existing client portfolios and acquire new high-net-worth clients, Act as an internal service provider for other bank functions
Seniority
Junior or Senior