Vermögensberater / Bankkaufmann (m/w/d) Privatkunden - Ansbach
On-site
Core
Private wealth advisor providing holistic financial strategies, asset planning, and liquidity management for individual clients.
Role type
Private wealth advisor (IC)
Builds
Tailored financial solutions and strategies for private clients
Domain
Banking / Private Wealth Management
Required skills
Financial planning, Liquidity management, Asset allocation, Risk management, Client relationship management, Sales
Preferred skills
Pension planning, Insurance planning, Generational wealth management, Real estate portfolio management
Responsibilities
Develop tailored financial strategies for clients, Build and maintain long-term client relationships, Acquire new clients, Conduct portfolio reviews and adjustments
Seniority
Mid-level, experienced IC