Junior Vermögensverwalter (m/w/d)
Hybrid
Core
Advise high-net-worth private clients and build a personal client portfolio to develop into a wealth manager role.
Role type
Junior wealth manager (advisory)
Builds
Client advisory services and client acquisition
Domain
Wealth management / Private banking
Deliverable
client delivery
Required skills
Client acquisition, client advisory, business development, office presence
Preferred skills
Economic studies or banking vocational training, CFP/CEP certification interest, willingness to learn
Technologies
None stated
Responsibilities
Advise high-net-worth clients, acquire new clients, participate in sales events, work in office with some home office
Seniority
Junior, entry-level with mentorship