Berater (d/m/w) Digitales Wealth Management, Mainz und Stuttgart
Core
Holistic wealth management advisor for affluent private clients, delivering personalized and digital advice on investments and financial planning.
Role type
Wealth Management Advisor (IC)
Builds
Long-term client relationships and new client acquisition in the wealth management segment
Domain
Banking / Wealth Management / Digital Finance
Deliverable
client delivery
Required skills
Investment knowledge, MiFID-compliant advisory process, affluent client management, digital tools proficiency
Preferred skills
AnsFuG certification, experience with wealthy clients
Technologies
Video, telephone, online channels, modern digital advisory tools
Responsibilities
Conduct holistic wealth management advisory (personal and digital), build and maintain long-term client relationships, acquire new clients, collaborate with internal specialists, prepare and conduct advisory sessions following MiFID processes, utilize and help develop digital advisory tools