Individualkundenberater (m/w/d; o.A.) in Stralsund
Core
Acquire and advise wealthy private clients on financial analysis, planning, and wealth building.
Role type
Individual customer advisor (private banking)
Builds
Individual, revenue-oriented solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, financial planning, tax aspects, generational management, wealth building, product closing, wealth optimization, securities trading, inheritance and foundations, business economics
Preferred skills
Entrepreneurial thinking, negotiation skills
Technologies
Sparkassen group products
Responsibilities
Acquire wealthy private clients, conduct financial analysis and planning including tax aspects, develop individual solutions for wealth building, close products from Sparkasse and partners