Investmentspezialist (m/w/d) Vermögensverwaltung
Core
Individual, self-responsible, and comprehensive customer care within a fund-based, digital wealth management framework for private and institutional clients with assets exceeding 100,000 Euro.
Role type
Senior IC wealth management specialist (private banking)
Builds
Long-term client relationships and active portfolio management
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Fund-based wealth management, active portfolio management, capital market knowledge, client relationship management, process optimization
Preferred skills
Digital advisory experience, cross-functional collaboration
Technologies
Digital advisory platforms, fund management systems
Responsibilities
Manage individual client portfolios, maintain regular client communication, navigate clients through capital market dynamics, optimize existing processes
Seniority
Senior, hands-on IC
