Vermögenskundenberater (m/w/d)
Core
Provide holistic, needs-based financial advice to a fixed client portfolio with a focus on securities and asset management, selling tailored bank products to ensure long-term client retention.
Role type
Wealth management advisor (securities and asset management)
Builds
Tailored bank products and investment solutions for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Securities and asset management advisory, client relationship management, sales of financial products, business administration knowledge
Preferred skills
Additional business studies or further training, high customer orientation