Senior Kundenberater/in Wealth Management (m/w/d)
Core
Professional independent advisory and management of an existing client portfolio, active acquisition of new clients, and expansion of client relationships and partnerships.
Role type
Senior Wealth Management Advisor (Sales & Advisory)
Builds
Client relationships, sales pipelines, and marketing activities for a wealth management firm
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client portfolio management, new client acquisition, partnership development, project execution, internal/external collaboration
Preferred skills
Banking background, German market experience, existing client network, entrepreneurial mindset
Technologies
N/A
Responsibilities
Advise and manage existing client portfolios, acquire new clients, expand client relationships and partnerships, participate in marketing activities, collaborate on wealth management projects
Seniority
Senior, independent IC