Individualkundenberater (m/w/d; o.A.) im Digitalen Beratungscenter
Core
Mediale Betreuung und Beratung von vermögenden Privatkunden telefonisch und über Skype for Business, inklusive Finanzanalyse, Finanzplanung und Generationen-Management.
Role type
Senior Individual Customer Advisor (Wealth Management)
Builds
Individual, revenue-oriented solutions for asset building and optimization
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Financial planning, Tax law, Estate planning, Securities trading, Negotiation, Analytical thinking
Preferred skills
Experience in private banking, Knowledge of consortium products, Entrepreneurial mindset