Vermögensberater I Bankfiliale Regensburg (w/m/d)
Core
Creating individual investment strategies and managing assets for high-net-worth clients through a branch office.
Role type
Wealth advisor (retail banking)
Builds
Investment portfolios, wealth management solutions, and banking products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, client acquisition, relationship management, risk management, sales, financial planning
Preferred skills
Banking qualification (Bankfachwirt), experience in asset management
Technologies
Banking software, investment platforms
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