Vermögensberater (m/w/d)
Core
Provide holistic financial advice and product sales to private customers across all financial needs, managing customer portfolios and driving adoption of modern banking solutions.
Role type
Private banking wealth advisor
Builds
Financial products and banking solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
holistic financial consulting, customer portfolio management, sales of financial products, modern banking solution implementation, process and quality standard adherence
Preferred skills
experience with high-net-worth clients, strong negotiation skills, proven sales success
Responsibilities
Conduct holistic financial consulting and product sales, manage customer portfolios through active contact management, implement banking solutions and digital tools, adhere to defined process and quality standards