Vertriebsberater/in - Region WEST II
Core
Entry-level sales advisor for high-net-worth entrepreneurs in the financial services sector, focusing on building and managing a personal client portfolio.
Role type
Junior sales advisor (financial services)
Builds
Personal client portfolio and sales of financial products
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Communication, empathy, interest in finance, sales aptitude
Preferred skills
Completed vocational training
Responsibilities
Acquire knowledge of financial products and sales strategies through a structured training program; Build and maintain a personal client base within a branch team environment.