FinanzBerater (m/w/d)
Core
Provide holistic financial advice and sales solutions for assigned private customers, including securities trading and product acquisition.
Role type
Private banking financial advisor
Builds
Financial products and services for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, sales, customer acquisition, relationship management, securities trading, digital tools proficiency
Responsibilities
Conduct holistic financial needs analysis, sell financial products and services, acquire new customers, strengthen existing client relationships, support digital transformation initiatives, meet sales and activity targets