Vermögensberater:in (m/w/d)
Core
Provide holistic financial advice and develop personalized financial concepts for customers to achieve sustainable financial decisions.
Role type
Financial advisor (wealth management)
Builds
Personalized financial concepts and product solutions for individual customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial advising, financial concept development, customer relationship management, sales of banking products, trust building
Preferred skills
Experience in wealth structuring/building, communication skills, independent work style
Technologies
OSPA financial concept, Sparkassen and consortium partner products
Responsibilities
Advise customers holistically and qualitatively, develop personalized financial concepts, identify customer needs and close product deals, maintain relationships with existing customers and actively acquire new customers