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
Private wealth advisor (banking)
Builds
Tailored financial strategies and product portfolios for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial planning, asset management, liquidity management, insurance planning, generational wealth management, real estate portfolio strategy, client relationship management, sales
Preferred skills
Experience in holistic financial consulting, pension planning, risk protection
Technologies
Banking product portfolio
Responsibilities
Conduct customer-oriented financial consultations, develop tailored financial strategies, build and maintain long-term client relationships, acquire new clients, perform portfolio reviews
Seniority
Mid-level, experienced IC