Vermögensberater/in (m/w/d)
Core
Provide holistic financial planning and wealth management advice to private clients in local centers, via phone, and via Skype.
Role type
Wealth advisor (private banking)
Builds
Financial products and services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, client relationship management, product knowledge
Preferred skills
Communication skills, adaptability
Technologies
Online banking, Mobile banking
Responsibilities
Advise and support assigned clients holistically using standardized processes, acquire new clients, maintain existing client relationships, create sales opportunities
Seniority
Mid-level, individual contributor