Individualkundenberater (m/w/d; o. A.) in Ribnitz
Core
Acquire and advise wealthy private clients on asset building and optimization based on the Sparkassen financial concept.
Role type
Individual client advisor (private banking)
Builds
Individual financial solutions and product closures for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, financial planning, wealth management, securities trading, tax and legal knowledge, inheritance and foundation planning
Preferred skills
Bank operations manager or bank specialist qualification, experience in private banking