Vermögensberater für gewerbliche Kunden (m/w/d)
Core
Advise assigned corporate and healthcare profession clients on asset optimization, pension planning, and insurance solutions as part of a co-care model.
Role type
Commercial wealth advisor (IC)
Builds
Investment concepts, pension plans, and insurance solutions for corporate clients
Domain
Banking and wealth management
Deliverable
product features
Required skills
Asset allocation, pension planning, insurance expertise, client relationship management, sales execution, business acumen
Preferred skills
Securities trading knowledge, negotiation skills, flexible working style
Technologies
Banking software, investment platforms
Responsibilities
Create investment concepts for asset optimization, develop individual solution proposals, intensify existing client connections, lead clients to Private Banking for complex needs, execute target-group-specific sales measures
Seniority
Mid-level, experienced IC