Individualkundenberater (m/w/d; o. A.) in Wolgast
Core
Acquire and advise wealthy private clients on financial analysis, planning, and holistic solutions for wealth building and optimization.
Role type
Senior IC private banking advisor
Builds
Individual financial solutions and product closures for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, financial planning, wealth building, wealth optimization, product closure, securities trading, tax law, inheritance law, corporate finance
Preferred skills
Bank operations management qualification, customer advisory experience, Sparkassen group products knowledge