Spezialist (m/w/d) Portfolioberater
Hybrid
Core
Individual portfolio management and advisory for private and institutional clients with assets over €100,000, focusing on long-term financial goal achievement.
Role type
Senior IC portfolio advisor (private banking)
Builds
Digital, fund-based wealth management portfolios
Domain
Private Banking / Wealth Management
Required skills
Investment knowledge, capital markets expertise, client relationship management, active portfolio management, cross-functional collaboration
Preferred skills
Digital advisory tools proficiency, process improvement
Responsibilities
Manage individual client portfolios, develop long-term client relationships, provide advisory support during market volatility, collaborate on process development
Seniority
Senior, hands-on IC