Vermögensberater (w/m/d) - Beratungs-Center Ostviertel
Hybrid
Core
Advise private wealth clients on financial concepts and insurance solutions, acquire new clients, and manage long-term relationships.
Role type
Senior IC financial advisor
Builds
Individualized financial and insurance solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, negotiation, relationship management, enterprise thinking
Preferred skills
Securities trading knowledge, flexible work adaptation
Technologies
None stated
Responsibilities
Create financial concepts and develop individual solution proposals, intensify existing client connections and acquire new clients, lead target-group-specific sales measures, refer clients with changed income/asset situations to new contacts
Seniority
Senior, hands-on IC