Anlageberater (m/w/d)
Core
Providing holistic investment advice to existing long-term customers with a portfolio volume between 50,000 - 150,000 € (or above 150,000 € for seniors), focusing on fair consultation rather than sales targets.
Role type
Investment Advisor (Individual Client)
Builds
Personalized investment strategies and financial planning for existing clients
Domain
Banking / Wealth Management
Required skills
Investment advisory, client relationship management, financial planning, regulatory compliance (BaFin ID), holistic consulting
Preferred skills
Interest in developing towards Private Banking, long-term relationship building
Technologies
BaFin ID, investment platforms
Responsibilities
Advise existing customers on investment strategies, manage client portfolios, ensure fair and quality-based consultation, support client growth and development
Seniority
Mid-level to Senior (depending on portfolio size)