Vermögensberater | Bankfiliale Leipzig-Nordstraße (w/m/d)
Core
Creating individual investment strategies and managing assets for high-net-worth clients.
Role type
Wealth advisor (retail banking)
Builds
Investment products, wealth management, pension planning, and current accounts
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, client acquisition, risk management, sales, relationship management
Preferred skills
Commercial training (Bankkaufmann/-frau), specialized qualification (Bankfachwirt/-in), experience in asset management
Technologies
Banking software, investment platforms
Responsibilities
Develop individual investment strategies, advise existing and new high-net-worth clients, acquire new customers for investment and wealth management products, maintain long-term client relationships, manage risk culture
Seniority
Entry to Mid-level