Vermögensberater / Bankkaufmann (m/w/d) Privatkunden - Ansbach
Core
Private wealth advisor providing holistic financial planning, asset management, and insurance solutions for individual clients.
Role type
Senior Private Wealth Advisor
Builds
Tailored financial strategies and product portfolios for private members
Domain
Banking / Private Wealth Management
Required skills
Financial planning, Asset management, Liquidity management, Insurance planning, Retirement planning, Real estate portfolio management, Client relationship management, Sales, Goal setting, Cross-functional collaboration
Preferred skills
Experience in holistic financial consulting, Knowledge in pension and security planning, Generation management expertise
Technologies
Banking software, Portfolio management tools, CRM systems
Responsibilities
Conduct comprehensive financial needs analysis for assigned private clients, Develop and implement tailored financial strategies covering assets, insurance, and real estate, Maintain long-term client relationships through proactive portfolio reviews, Acquire new clients to support bank growth, Collaborate with sales specialists and other departments to deliver holistic solutions