Vermögensberater wohlhabende Privatkunden ab 200.000 Euro Anlagesumme (m/w/d)
Core
Wealth management advisor for high-net-worth individuals (AUM >€200k), providing personalized investment strategies across equities, precious metals, secured bonds, real estate, and equity funds.
Role type
Senior IC wealth management advisor
Builds
Customized investment portfolios and strategies for private clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Investment strategy design, client relationship management, financial product knowledge (equities, bonds, real estate), proactive communication, professional client representation
Preferred skills
Banking qualification, economics degree, experience with high-net-worth clients, team collaboration
Technologies
Equity research tools, portfolio management systems
