(Junior) Berater Wealth Management Düsseldorf (m
Core
Junior wealth management consultant supporting experienced advisors in client onboarding, portfolio review, and account takeover within Private Banking.
Role type
Junior IC wealth management consultant
Builds
Client portfolios and wealth management solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial product knowledge (bonds, equities, funds), regulatory compliance (KYC, AML), German language proficiency, banking education or economics degree
Preferred skills
Sales experience in private banking, additional languages, wealth management specialist certification (WPHG)
Responsibilities
Support experienced PWMs in client care, onboard clients into bank systems, review existing portfolios, build and take over client accounts