Vermögensbetreuer (m/w/d)
Core
Holistic wealth management and financial advisory for affluent private clients, including strategic asset allocation and long-term relationship building.
Role type
Senior IC wealth manager / financial advisor
Builds
Sustainable client relationships and tailored investment strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Strategic asset allocation, holistic financial planning, client relationship management, investment analysis, new client acquisition, internal collaboration
Preferred skills
Additional qualification as Betriebswirt, strong digital mindset, independent and structured working style