Individualkundenberater (w/m/d)
Core
Holistic care and advisory of a fixed portfolio of wealthy private customers based on the Sparkassen financial concept, including new customer acquisition and expanding existing business relationships.
Role type
Wealth management advisor (private banking)
Builds
Financial products and advisory services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management advisory, new customer acquisition, relationship management, sales orientation, independent work, securities business affinity
Preferred skills
Banking qualification (Bankkaufmann/Bankkauffrau), Bankfachwirt/Bankbetriebswirt, prior customer advisory experience