Vermögensberater / Bankkaufmann (m/w/d) Privatkunden - Ansbach
On-site
Core
Private wealth advisor providing holistic financial planning, asset management, and insurance solutions to individual clients.
Role type
Private wealth advisor (banking)
Builds
Tailored financial strategies, asset allocation plans, and insurance products for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial planning, asset management, insurance planning, liquidity management, relationship building, sales, German language proficiency
Preferred skills
Estate planning, generational wealth management, real estate portfolio management
Responsibilities
Conduct holistic financial consultations, develop customized investment strategies, manage client portfolios, acquire new clients, maintain long-term client relationships
Seniority
Mid-level, experienced professional