Anlageberater (m/w/d)
Core
Holistic financial planning and wealth management advisory for clients.
Role type
Investment advisor (financial planning)
Builds
Tailored financial solutions and client relationships
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Financial planning, wealth management, client relationship building, solution development, administrative tasks
Preferred skills
Prior experience in investment advisory
Technologies
None stated
Responsibilities
Advise clients on financial planning and wealth management, build and grow client relationships, develop tailored financial solutions, perform administrative tasks
Seniority
Entry to Mid-level