Vermögensberater / Bankkaufmann (m/w/d) Privatkunden - Ansbach
Core
Private wealth advisor providing holistic financial planning, asset management, and insurance solutions to individual clients.
Role type
Private wealth advisor (IC)
Builds
Tailored financial strategies, asset allocation plans, and insurance products for private clients
Domain
Banking / Wealth Management
Required skills
Financial planning, asset management, liquidity management, insurance planning, generational wealth management, real estate portfolio strategy, client relationship management, sales, goal setting
Preferred skills
Experience in holistic financial consulting, knowledge of pension and risk protection, real estate portfolio management
Technologies
Banking software, portfolio management tools
Responsibilities
Conduct customer-oriented financial consultations, develop comprehensive financial strategies, build and maintain long-term client relationships, acquire new clients, perform portfolio reviews and adjustments
Seniority
Mid-level, experienced IC