(Junior) Vermögensberater (m/w/d)
Core
Acquiring high-net-worth clients and providing structured wealth management advice on investments and retirement planning for a mid-sized cooperative bank in Munich.
Role type
Junior wealth advisor (sales-oriented)
Builds
Investment and retirement products for private clients and small-to-medium enterprises
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales, client advisory, portfolio management, market analysis, risk management
Preferred skills
securities advisory experience, experience in wealth management advisory
Technologies
none stated
Responsibilities
Acquiring financially strong target customers, managing customer portfolios considering risk, advising on current market and stock trends, selling securities products based on customer needs
Seniority
Junior, entry-level