Privat- und Vermögenskundenberater (m/w/d)
Core
Provide trustworthy, honest, and tailored financial advice to private and wealth management clients across all financial topics.
Role type
Private and wealth management advisor
Builds
Personalized financial solutions for individual clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Sales aptitude, client relationship management, financial advisory, adaptability, communication
Preferred skills
Additional qualification as Bank or Savings Bank Specialist (Bank- oder Sparkassenfachwirt)
Responsibilities
Serve as a trusted contact for clients on all financial matters, maintain reliable and sustainable partnerships, manage contact via phone, digital, and in-person channels