CareerPlan

Individualkundenberater (m/w/d)

Nagold, BADEN_WUERTTEMBERGFull-time2026-11-11

Core

Advise and support wealthy private clients on all banking matters and develop tailored investment strategies based on the S-Finanz concept.

Role type

Wealth management relationship manager

Builds

Customized investment strategies and client acquisition

Domain

Banking / Wealth Management

Deliverable

client delivery

Required skills

Wealth management expertise, client acquisition, strategic planning, communication

Preferred skills

Prior experience in banking or savings bank, sales orientation