Vermögensbetreuer:in (m/w/d)
Hybrid
Core
Provide holistic financial advice to wealthy and high-potential private clients, optimizing asset structures, retirement planning, and risk protection.
Role type
Senior financial advisor (wealth management)
Builds
Sustainable financial solutions for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Financial planning, asset structure optimization, risk management, sales of securities and insurance, client acquisition, relationship management
Preferred skills
Experience in banking or insurance, proactive approach, team orientation
Technologies
None stated
Responsibilities
Advise on asset structure optimization, retirement planning, and risk protection; strengthen existing client relationships and acquire new clients; collaborate with financing and insurance specialists