Vermögensberater (m/w/d)
Core
Advise and manage wealthy private customers as their primary contact, selling all Sparkasse and consortium products including securities and active private banking products.
Role type
Wealth advisor (private banking)
Builds
Private banking products and services for wealthy individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer advisory, sales of financial products, collaboration with specialist advisors, customer orientation
Preferred skills
Sparkassenbetriebswirt qualification, Bankkauffrau/mann qualification, Sparkassenfachwirt qualification, long-term experience in private customer advisory
Technologies
N/A
Responsibilities
Advise and manage wealthy private customers independently, sell Sparkasse and consortium products, collaborate with specialist advisors to handle customer requests
Seniority
Individual Contributor