CareerPlan

Vertriebsstarke Fach- und Führungskräfte (m/w/d)

Moers, NORDRHEIN_WESTFALENFull-time2025-01-24 → 2026-11-12

Core

Private banking advisor specializing in securities and wealth management, serving retail customers at local branches.

Role type

Senior Private Banking Advisor (Securities Focus)

Builds

Comprehensive private banking solutions including deposits, loans, and securities products

Domain

Financial Services / Retail Banking

Deliverable

client delivery

Required skills

Securities advisory, holistic private banking, sales, customer retention, deposit management, loan management, wealth management

Preferred skills

Bankfachwirt certification, Sparkassenfachwirt certification, leadership experience

Responsibilities

Advise customers on securities and wealth management, manage client relationships, achieve sales targets, support branch leadership

Seniority

Senior, hands-on IC