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
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
Preferred skills
Pension planning, risk 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