Vermögensberater | Bankfiliale Mülheim (w/m/d)
Core
Creating individual investment strategies and managing assets for wealthy clients through a branch office.
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 advisory, client acquisition, relationship management, risk management, sales, financial planning
Preferred skills
Commercial training (Bankkaufmann/-frau), specialized qualification (Bankfachwirt/-in), experience in asset management
Technologies
N/A
Responsibilities
Develop individual investment strategies, advise existing and new high-net-worth clients, build long-term customer relationships, manage risk culture
Seniority
Entry to Mid-level, individual contributor