Vermögensverwalter ab 100.000 Euro Anlagesumme (m/w/d)
Hybrid
Core
Wealth management advisor for private and institutional clients with assets over €100,000, providing fee-based investment advice across ETFs, active funds, precious metals, and real estate.
Role type
Wealth management advisor (IC)
Builds
Tailored investment solutions for high-net-worth clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Investment advisory, client acquisition, market analysis, financial product knowledge (ETFs, funds, metals, real estate), sales
Preferred skills
CFP or CEP certification, entrepreneurial mindset
Responsibilities
Advise clients on investments, analyze individual client situations, acquire new clients, inform clients of market changes, maintain regular client communication
Seniority
Mid-Senior, hands-on IC
