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
Senior Private Wealth Advisor (Banking)
Builds
Tailored financial strategies, asset allocation plans, and insurance products for private clients
Domain
Banking / Private Wealth Management
Required skills
Financial planning, asset management, insurance solutions, liquidity management, client relationship management, sales, regulatory compliance
Preferred skills
Estate planning, pension planning, real estate portfolio management, generational wealth management
Technologies
CRM systems, financial planning software, banking platforms
Responsibilities
Conduct comprehensive financial consultations, develop personalized investment strategies, manage client portfolios, acquire new clients, coordinate with internal specialists
Seniority
Mid-Senior, hands-on IC