Berater (d/m/w) Digitales Wealth Management, Mainz und Stuttgart
Core
Holistic advisory and management of a portfolio of affluent private clients, blending personal and digital channels for investments and financial planning.
Role type
Wealth Management Advisor (Digital)
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 expertise, client portfolio management, digital tool proficiency
Preferred skills
AnsFuG certification, experience with affluent clients
Technologies
Video conferencing, online advisory platforms, digital client management tools
Responsibilities
Conduct holistic advisory sessions on investments and financial planning; manage and grow a portfolio of affluent clients; utilize digital tools for personal and remote client interactions; collaborate with internal specialists; prepare and execute MiFID-compliant advisory processes.
Seniority
Individual Contributor, mid-level