Anlageberater (m/w/d)
Core
Providing holistic investment advice to existing long-term customers with a portfolio volume between 50,000 - 150,000 € (or >150,000 € for seniors), focusing on relationship-based consulting rather than sales targets.
Role type
Investment Advisor (Banking)
Builds
Investment portfolios and financial plans for private clients
Domain
Banking / Wealth Management
Required skills
Investment advisory, client relationship management, financial planning, regulatory compliance (BaFin ID), German language proficiency
Preferred skills
Interest in developing towards Private Banking, long-term orientation, holistic consulting approach
Technologies
Banking software, investment platforms
Responsibilities
Managing and growing an existing client portfolio, providing holistic investment advice, ensuring fair and quality-based consulting, collaborating within a team-oriented bank environment