Senior Berater (m/w/d) Vermögensmanagement Institutionen
Core
Senior wealth management consultant advising institutional clients (religious orders, foundations, church organizations) on asset structuring and strategic investment in the Rhineland region.
Role type
Senior IC wealth management consultant
Builds
Individual investment concepts combining regulatory, economic, and ethical-sustainable requirements
Domain
Banking / Wealth Management / Institutional Finance
Required skills
Institutional wealth management, strategic asset allocation, regulatory compliance, ethical/sustainable investing, client relationship management, regional market development
Preferred skills
Experience with religious orders, foundations, and church organizations, strategic thinking, strong communication skills
Technologies
N/A
Responsibilities
Advise and support institutional clients on asset structuring and strategic capital allocation, Develop individual investment concepts, Represent the bank at client meetings and networking events, Strengthen market penetration and customer retention in the region
Seniority
Senior, hands-on IC