Vermögensmanager - Anlageberatung / Privatkunden (m/w/d)
Hybrid
Core
Individual advisory in wealth management, financing, insurance, and real estate for high-net-worth private and SME clients.
Role type
Senior IC wealth manager (private banking)
Builds
Long-term client relationships and investment portfolios
Domain
Financial services / Private banking
Deliverable
client delivery
Required skills
Wealth management expertise, investment portfolio management, client acquisition, negotiation, service orientation, self-organization
Preferred skills
Real estate advisory, insurance advisory, financing advisory, own client book, regional network
Technologies
None stated
Responsibilities
Manage holistic wealth for high-net-worth clients, focus on investment and securities trading, acquire new clients in the private segment, build long-term trust-based relationships
Seniority
Senior, hands-on IC