Wealth Management Advisor, Frankfurt am Main (m|f|d)

Tasks

The tasks include:

• Priority care and home-based care for semi-institutional clients
• Developing Market Representation
• Establishing new customer relationships
• Ensuring compliance with regulatory requirements for clients
• Communication and Correspondence

Requirements

We are looking for someone who:

• has several years of proven, successful experience in customer networks
• has successfully completed a degree in economics
• has extensive knowledge of investment advice and valuation methods
• possesses a holistic, analytical, and interconnected way of thinking, as well as excellent problem-solving skills in complex customer situations

We offer

We offer:

• a wide range of continuing education opportunities