Vermögenskundenberater und Abwesenheitsvertreter (m/w/d) - Lechstraße
Core
Provide holistic financial advisory services to assigned customers, including active and passive banking, securities, and consortium business, while optionally covering the branch manager's duties.
Role type
Senior IC financial advisor (wealth management)
Builds
Customer financial concepts and sales strategies
Domain
Banking and wealth management
Deliverable
product features
Required skills
Holistic financial advisory, sales strategy development, customer relationship management, new customer acquisition, securities trading knowledge, consortium business expertise
Preferred skills
Entrepreneurial mindset, negotiation skills, initiative
Technologies
Banking software, portfolio management tools
Responsibilities
Advise customers on active, passive, securities, and consortium business; Develop and implement sales ideas and strategies; Identify customer needs and unlock potential; Acquire new customers; Maintain and deepen existing customer relationships; Optionally represent the branch manager
Seniority
Senior, hands-on IC