Vermögensberater (m/w/d)
Core
Holistic financial advisor creating personalized financial concepts and sustainable financial decisions for customers.
Role type
Financial Advisor (Wealth Management)
Builds
Personalized financial concepts and product solutions for customers
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Holistic financial advising, Financial concept development, Customer relationship management, Wealth structuring, Sales, Communication
Preferred skills
Experience in wealth structuring/buildup
Technologies
OSPA-Financial Concept, Sparkassen and consortium partner products
Responsibilities
Advise customers holistically and qualitatively, Develop personalized financial concepts, Identify customer needs and close product deals, Maintain relationships with existing customers, Proactively approach potential new customers
Seniority
Individual Contributor