Senior Vermögensbetreuer:in (m/w/d)
Core
Holistic wealth management for high-net-worth private clients, developing individual strategies for their asset structure.
Role type
Senior Wealth Manager (Private Banking)
Builds
Sustainable client relationships and comprehensive financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Long-term advisory experience, expertise in asset management and pension planning, risk protection, investment advice, asset transfer, credit structuring, omni-channel consulting, sales of complex financial solutions
Preferred skills
Sparkassenfachwirt certification, strong relationship management with affluent clients
Technologies
Video conferencing tools, CRM systems
Responsibilities
Optimize client asset structures, provide retirement planning, manage risk protection and investment strategies, handle asset transfers and credit arrangements, conduct omni-channel consultations, participate in client events and acquisition
Seniority
Senior, hands-on IC