Vermögensberater:in (w/m/d) Vermögensanlage & Wertpapiergeschäft | Hohen Neuendorf
Core
Provide holistic wealth advisory and securities trading services to a fixed portfolio of private and potential customers, developing tailored investment solutions based on their life, wealth, and sustainability preferences.
Role type
Senior IC wealth advisor (securities & private banking)
Builds
Individual wealth management solutions and securities investment products for private clients
Domain
Banking / Wealth Management / Securities
Deliverable
client delivery
Required skills
Securities advisory expertise, Private client relationship management, Investment product knowledge, Sales process execution, Digital media competency, German language (C1)
Preferred skills
Bank operations management qualification (Bankbetriebswirt), Insurance mediation license (IDD), Prior experience in securities business
Technologies
Digital advisory tools, Banking software platforms
Responsibilities
Advise on asset building and investment using the full product range, Develop precise proposals based on customer preferences, Implement defined sales processes according to the Sparkassen financial concept, Provide expert support to colleagues in branches on securities business questions
Seniority
Senior, hands-on IC