Anlagenberater (m/w/d)
On-site
Core
Provide holistic investment advice, portfolio analysis, and wealth management solutions to an existing client base.
Role type
Investment Advisor (Private Banking)
Builds
Individual investment and pension concepts, portfolio management
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Investment analysis, portfolio management, wealth planning, client relationship management, regulatory compliance
Preferred skills
Certified Bank Manager (Bankfachwirt/Bankbetriebswirt), sales orientation, pension planning expertise
Technologies
Portfolio analysis tools, investment platforms