Vermögensberater für Firmenkunden (m/w/d)
Core
Provide personal and digital wealth management advice to commercial clients assigned from the private banking segment, focusing on securities trading and standard investment products.
Role type
Corporate wealth advisor (securities and standard products)
Builds
Investment portfolios and advisory services for business clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Commercial client acquisition, relationship management, securities trading knowledge, sales, business model analysis, digital product adoption
Preferred skills
Experience in individual client advisory, initiative, communication, teamwork
Responsibilities
Advise commercial clients on private and digital wealth management, strengthen client relationships, identify and convert private clients to corporate accounts, engage clients on securities and standard products
Seniority
Entry to Senior, individual contributor