Individualkundenberater (m/w/d)
Core
Provide holistic financial advice and develop personalized wealth management concepts for private clients in the Prignitz region.
Role type
Individual customer advisor (wealth management)
Builds
Personalized financial solutions and wealth structuring for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial advising, wealth structuring, risk protection, pension planning, client relationship management, sales
Preferred skills
Business Casual attire, team collaboration
Technologies
Sparkasse consultation tools
Responsibilities
Advise clients on holistic financial decisions, develop personalized financial concepts, identify customer needs and close product deals, maintain relationships with existing customers and acquire new ones, share knowledge with colleagues
Seniority
Mid-level, hands-on IC