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
Builds
Tailored financial strategies and product portfolios for private clients
Domain
Banking and Wealth Management
Required skills
Financial planning, Asset management, Liquidity management, Insurance planning, Retirement planning, Real estate portfolio management, Client relationship management, Sales, Goal setting
Preferred skills
Experience in holistic financial consulting, Knowledge of pension and security topics, Real estate portfolio steering
Technologies
Financial planning tools, Portfolio management systems
Responsibilities
Conducting customer-oriented financial consultations, Developing holistic financial strategies, Building and maintaining long-term client relationships, Acquiring new clients, Performing portfolio reviews and adjustments
Seniority
Mid-Senior, hands-on IC