Fachreferent (m/w/d) Wealth Management
Core
Supporting wealth management advisors with complex client matters, portfolio analysis, and direct client contact for high-net-worth individuals.
Role type
Wealth Management Specialist (Support)
Builds
Client portfolios and financial solutions for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management product knowledge, portfolio analysis, contract negotiation support, high-net-worth client management, IT system proficiency (OSPlus), independent work
Preferred skills
Advanced banking qualifications, experience with family office clients
Responsibilities
Coordinate and manage customer care tasks, support advisors with complex case resolution, direct client contact and backup coverage, analyze customer portfolio structures, prepare contract negotiations, conduct new customer research, administer client files
Seniority
Mid-level, independent contributor