Vermögensarchitekt - Beratung / Strategie / Akquise (m/w/d)
Core
Wealth management consultant and strategist for affluent private clients, focusing on holistic asset management, strategy development, and business acquisition.
Role type
Senior IC wealth management consultant (strategy & acquisition)
Builds
Individualized wealth strategies and client relationships for private banking customers
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Holistic wealth management, strategy development, business acquisition, securities trading, credit products, negotiation, client relationship management
Preferred skills
Bank-specific training, (Bank) specialist manager certification, business administration degree
Technologies
N/A
Responsibilities
Serve as primary contact for affluent private clients, develop tailored wealth strategies, acquire new business connections, refer specific client needs to partner banks, support operational strategy implementation
Seniority
Senior, hands-on IC