Vermögensberater (w/m/d)
On-site
Core
Provide holistic financial consulting and product sales to assigned customer segments, including active contact management and new customer acquisition.
Role type
Financial advisor (wealth management)
Builds
Financial concepts and products for private customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial consulting, private customer business expertise, new customer acquisition, contact management, structured independent work
Preferred skills
Experience with affluent private customers, Sparkassenfachwirt qualification
Technologies
Analytical tools
Responsibilities
Active holistic consulting and care of assigned customer segments, implementation of consulting logic and standards, maintenance and expansion of customer relationships
Seniority
Mid-level, individual contributor