Vermögenskundenberater und Abwesenheitsvertreter (m/w/d) - Lappersdorf
Core
Provide holistic financial advisory services to assigned customers, including active sales strategy implementation and relationship management across deposit, investment, and securities business.
Role type
Senior IC financial advisor
Builds
Customer financial concepts and sales strategies
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Holistic financial advisory, sales strategy development, customer relationship management, new customer acquisition, financial product knowledge
Preferred skills
Entrepreneurial mindset, negotiation skills, initiative
Technologies
N/A
Responsibilities
Advise assigned customers on holistic financial solutions, develop and implement sales strategies, identify customer needs and potential, acquire new customers, maintain and deepen existing customer relationships, coordinate with internal specialists
Seniority
Senior, hands-on IC