Vermögensberater (m/w/d)
Core
Holistic financial advisory and wealth management for affluent private clients in the Hamburg metropolitan region.
Role type
Senior Private Wealth Advisor
Builds
Individual, sustainable investment strategies and long-term client relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, stock and pension products, regulatory compliance, macroeconomics, business administration, tax law basics
Preferred skills
Customer acquisition, network expansion, client experience optimization
Responsibilities
Develop individual investment strategies, acquire new clients, expand existing network, optimize customer experience
Seniority
Senior, hands-on IC