Vermögensberater gehobene Privatkunden (m/w/d)
Core
Wealth advisor for affluent private clients focusing on investment, pension planning, real estate, and financing, with a specific emphasis on securities investment strategies tailored to individual client needs.
Role type
Senior wealth advisor (affluent private banking)
Builds
Customized investment strategies and financial solutions for high-net-worth individuals
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Securities investment expertise, holistic client advisory, new client acquisition, relationship management, strategic financial planning
Preferred skills
Experience in the affluent or wealthy client segment, proven sales success, continuous professional development
Responsibilities
Advise wealthy clients on investments, pension planning, real estate, and financing; Develop tailored investment strategies; Acquire new clients primarily through referrals; Optimize task areas and company processes