Vermögens- und VorsorgeManager Firmenkunden (m/w/d)
Core
Specialist and co-caregiver for the private financial side of entrepreneurs, focusing on wealth building, investment, and private provision.
Role type
Wealth and provision specialist (firm customers)
Builds
Individual investment and provision strategies for entrepreneurs and business owners
Domain
Banking / Wealth Management
Required skills
Wealth building, investment strategy, securities and deposit business, private pension planning, succession and generation management, sales orientation
Preferred skills
Banking qualification (Bankkaufmann), Sparkassen/Bankfachwirt, business administration degree, investment experience
Technologies
None stated
Responsibilities
Holistic advice on wealth building, investment, and private provision; Develop individual investment and provision strategies; Advise on securities and deposit business; Advise on private pension planning; Integrate real estate into investment strategies; Support succession and generation management; Identify and utilize sales potential; Collaborate with primary caregivers and other specialists
Seniority
Mid-level specialist (open to development candidates)