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Vermögensberater I Bankfiliale Regensburg (w/m/d)

Regensburg, DE💼 Full-time🗓 2026-09-29 → 2026-09-30

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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