Finanzberater (m/w/d)
Hybrid
Core
Holistic, needs-based advisory and sales support for private customers, managing assigned client portfolios and results.
Role type
Private banking financial advisor
Builds
Personal and digital advisory services for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
sales experience in private banking, customer relationship management, persuasive communication, proficiency with modern advisory tools
Preferred skills
commercial training (Bankkaufmann/-frau or equivalent), flexibility for mobile working