Investmentberater (m/w/d)
Core
Long-term advisory for high-net-worth individuals and corporate clients on financial and capital market topics.
Role type
Investment Advisor
Domain
Wealth Management / Capital Markets
Required skills
Capital markets expertise, client relationship management, proactive communication, portfolio rebalancing
Responsibilities
Maintain long-term relationships with clients, conduct regular exchanges on financial and capital market topics, proactively communicate investment strategies and portfolio adjustments