Vermögensberater (m/w/d)
Core
Advise private clients on wealth management, pension planning, and risk protection, actively expanding the client base and identifying cross-selling opportunities.
Role type
Senior private banking advisor (wealth management)
Builds
Wealth management and pension solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management expertise, pension planning, risk assessment, cross-selling, client acquisition, sales orientation
Preferred skills
Securities advisory affinity, personal development program participation
Responsibilities
Advise clients on wealth, pension, and risk protection; manage existing client portfolio; identify and execute cross-selling opportunities; expand client base.
Seniority
Mid-Senior, experienced advisor