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 (banking)
Builds
Tailored financial solutions and strategies for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Liquidity management, Asset allocation, Risk management, Client relationship management, Sales
Preferred skills
Pension planning, Insurance planning, Estate planning, Real estate portfolio management
Responsibilities
Develop customized financial strategies for clients, Build and maintain long-term client relationships, Identify and sell financial products and services, Conduct portfolio reviews and adjustments
Seniority
Mid-level, experienced IC