Client Advisor, Relationship Manager – Wealth Management
Carovus GmbH
full-time
Posted on:
Location Type: Office
Location: Lingen • Germany
Visit company websiteExplore more
About the role
- Advise private individuals and entrepreneurial clients on wealth management
- Acquire new clients and retain existing clients
- Explain investment strategies and investment decisions
Requirements
- Several years' experience in client advisory
- Extensive knowledge of securities
- Ability to serve demanding clients
- Willingness to take on responsibility
Benefits
- Attractive earning potential
- Secure employment
- Professional advisory work without sales targets or mandated product offerings
- Collegial work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
wealth managementinvestment strategiesinvestment decisionssecurities knowledge
Soft Skills
client advisoryclient acquisitionclient retentionresponsibilityserving demanding clients