Vermögensberater (m/w/d) - Standort Waldfeucht- Haaren
Core
Provide personal wealth management and financial advice to customers at a local branch.
Role type
Wealth advisor (financial consultant)
Builds
Personalized financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer consultation, independent and structured work, communication skills, PC and software proficiency
Preferred skills
Experience in customer advisory, willingness to learn new software solutions