Wealth Manager/in in Private Banking Dach
vor 3 Wochen
Wer stellt ein?
Für eine ausländische Privatbank mit Sitz in St. Gallen suchen wir eine(n) Vermögensberater/in bzw. Wealth Manager/in für die DACH Region
Aufgaben
- Ganzheitliche Vermögensstrukturberatung Ihrer vermögenden Privatkunden und Unternehmer
- Daraus resultierend Anlageberatung wie Vermögensverwaltung standardisiert und individuell
- Finanzierungen von selbstgenutztem Wohneigentum wie Renditeobjekten
- Optimierung des Nachlass
- wie Vorsorgebereiches Ihrer Kunden
- Begleitung bei der Nachfolgeplanung Ihrer Unternehmenskunden
Qualifikation
- Mehrjährige Berufserfahrung in der Beratung gehobener Privat
- und Unternehmerkunden
- Fachkompetenz im Bereich Vermögensstrukturberatung wie CFP, Financial Consultant oder Studium mit Schwerpunkt Banking & Finance
- Freude an der ganzheitlichen Beratung Ihrer Kunden, auch in der Schnittstelle zwischen Privat und Unternehmen
- Interesse an der grenzüberschreitenden Beratung Ihrer Kunden in der DACH Region
- Bedürfnis nach hohen Freiheitsgraden in der Betreuung Ihres Kundenportfolios
Bewerbung
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