Anlage- und Vermögensberater (m/w/d)
Core
Managing a portfolio of high-net-worth private clients by developing individual investment and pension strategies.
Role type
Senior Wealth Management Advisor
Builds
Personalized investment portfolios and pension plans for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, pension planning, securities and deposit products, client relationship management, event management
Preferred skills
Experience with funds, ETFs, stocks, bonds
Technologies
Investment platforms, portfolio management tools
Responsibilities
Managing an existing portfolio of high-net-worth private clients, Developing individual investment and pension strategies, Advising on securities, deposit, and pension products, Expanding existing client relationships, Conducting and accompanying client events