Vermögensberater/in (m/w/d) Vollzeit / Teilzeit
Core
Holistic financial planning and sales for private customers across various life situations.
Role type
Financial advisor (private banking)
Builds
Financial products and services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, customer relationship management, product knowledge
Preferred skills
Communication, adaptability
Technologies
Online banking, Mobile banking, Skype
Responsibilities
Advise and support assigned customers holistically using the Sparkassen financial concept, identify customer needs via standardized processes, support multi-channel alignment, acquire new customers and maintain existing relationships
Seniority
Entry to Mid-level