Vermögensberater (m/w/d)
Core
Providing individualized and holistic financial and investment consulting to clients, developing tailored asset and financing concepts based on their needs and goals.
Role type
Financial advisor (sales/consulting)
Builds
Personalized investment and financing solutions for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Financial and investment product knowledge, client acquisition, needs analysis, concept development, reliability, regulatory compliance
Preferred skills
Experience with a structured financial consulting framework, interest in financial instruments
Technologies
Financial and investment consulting frameworks
Responsibilities
Conducting successful individualized client consultations, acquiring new clients, developing asset and financing concepts, ensuring regulatory compliance
Seniority
Mid-level, individual contributor