Digitaler Finanzplaner in Stuttgart gesucht (Digital und vor Ort)
Hybrid
Core
Holistic financial planning and advisory for private customers to help them achieve their financial goals.
Role type
Financial planner (private banking)
Builds
Financial and wealth management concepts and products for private clients
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Financial planning, product knowledge, client acquisition, relationship management, needs analysis
Preferred skills
Sales orientation, communication, empathy, initiative
Technologies
Bank and consortium products
Responsibilities
Advise private customers on financial and wealth planning, analyze individual customer needs, develop suitable concepts, offer and refer bank and consortium products, deepen existing customer relationships, acquire new customers, collaborate with internal specialists