meinhard stadelmann

wealth manager

About

Team Player, Accurate, Reliable, Communicative, Goal Oriented, Creative, Passionate, Committed, Life-Long-Learner, Self-Confident, Flexible & Adaptable

Country

austria

City

austria

Industry

banking

Skill

private banking, investment advisory, investment strategies, business planning, business strategy, customer acquisition, customer service, business english, communication skills, intercultural communication, service management, treasury management, negotiation, social media recruiting, relationship management, anlageberatung, beziehungsmanagement, kundendienst, unternehmensstrategie, project management, portfolio management, bankwesen, depotverwaltung, microsoft office, projektmanagement, risikomanagement, finanzanalyse, marketing, social media marketing, strategisches management, investitionen, financial analysis, management, finanzdienstleistungen, strategische planung, finanzwesen, financial services, banking

Experience

private banking advisor

vorarlberger landes und hypothekenbank aktiengesellschaft

2007-12 - 2014-11 · 7 yrs

* gt * Acquire and deepen relationships with wealthy private customers > * Deliver investment advice and solutions

private client advisor

vorarlberger landes und hypothekenbank aktiengesellschaft

2004-4 - 2007-11 · 3 yrs 8 mos

* gt * Build and maintain own private client base > * Sell financial products

wealth manager

vorarlberger landes und hypothekenbank aktiengesellschaft

2014-11 - Present · 11 yrs 11 mos

* gt * Relationship Management * gt * Initiate and maintain strategic dialogue with clients and prospects * gt * Research and investigate available investment opportunities * gt * Provide customized wealth management solutions to high net worth individuals, families, customers as well as select institutions and foundations * gt * Inheritance and succession planning