Job offer
Wealth Management Advisor, Frankfurt am Main (m/f/d)
DZ PRIVATBANK is seeking a Wealth Management Advisor in Frankfurt am Main to serve semi-institutional clients and develop new client relationships. The ideal candidate will have several years of experience in client networking, a degree in economics, and strong knowledge of investment advising.
Tasks
- Comprehensive support and close collaboration with our semi-institutional clients
- Market Development
- Establishing new customer relationships
- Ensuring compliance with regulatory requirements for clients
- Communication and Correspondence
Requirements
- Long-standing, proven, successful customer networks
- A successfully completed degree in economics
- Extensive knowledge of investment advice
- Knowledge of valuation methods
- Holistic, analytical, and interconnected thinking, combined with outstanding problem-solving skills in complex client situations
We offer
- Wide range of continuing education opportunities
Job details
Training opportunities powered by skillaware.