Anlage- und Vermögensberater (m/w/d)
Core
Managing a portfolio of high-net-worth private clients by developing individual investment and retirement strategies.
Role type
Senior IC wealth management advisor
Builds
Investment portfolios, retirement plans, and financial products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, portfolio management, retirement planning, securities knowledge, client relationship management
Preferred skills
Experience with funds, ETFs, stocks, bonds, and insurance products
Technologies
Financial planning tools, portfolio management systems
Responsibilities
Developing individual investment and retirement strategies, advising on securities and deposit products, expanding existing client relationships, conducting and accompanying client events
Seniority
Senior, hands-on IC