Teamleitung Individualberatung (m/w/d)
Core
Leading a team responsible for customer management, wealth management, investment advisory, and pension planning services.
Role type
Team Lead, Individual Advisory
Builds
Customer portfolios and advisory solutions for wealth management and pension products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, customer management, wealth management, investment advisory, pension planning, sales processes, regulatory compliance, employee development
Preferred skills
Experience at a direct or cooperative bank, knowledge of securities trading
Technologies
None stated
Responsibilities
Provide disciplinary leadership and develop team members, coordinate task distribution, ensure high-quality processing of client requests, support sales activities, implement company and sales targets, identify optimization potentials, develop processes
Seniority
Senior, hands-on IC