Individualkundenberater (m/w/d) RC Weimar
Core
Holistic wealth and financial advisory for high-net-worth individuals, covering investments, securities, and structured credit decisions.
Role type
Senior Individual Financial Advisor (Wealth Management)
Builds
Long-term client relationships and comprehensive financial strategies for affluent clients.
Domain
Banking / Wealth Management / Private Client Services
Deliverable
client delivery
Required skills
Holistic wealth and financial advisory, Investment and securities expertise, Structured credit decisioning, Strategic client acquisition, Relationship management, Product ownership
Preferred skills
Market understanding, Sales strength, High service orientation, Communication skills
Technologies
Sparkassenversicherung, LBS, DekaBank