Vermögensberater (m/w/d) mit Erfahrung gesucht!
Hybrid
Core
Experienced financial advisor providing holistic investment and financial planning services to individual clients.
Role type
Senior IC financial advisor
Builds
Individual investment portfolios and long-term client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Client relationship management, Portfolio management, Holistic advisory
Preferred skills
Experience in Sparkassen family, Team collaboration
Technologies
None stated
Responsibilities
Develop individual investment concepts for existing customers, Provide holistic consultation and management of customer portfolios, Build long-term client relationships based on trust and expertise
Seniority
Senior, experienced IC