Vermögensberater:in Vermögensanlage & Wertpapiergeschäft (w/m/d) | Falkensee
Core
Provide holistic financial advice and asset management solutions to a fixed portfolio of private and potential customers via in-person, phone, and digital channels.
Role type
Senior IC wealth advisor (private banking)
Builds
Individual wealth-building and investment solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial product knowledge, investment advisory, sales processes, digital media competence, German language (C1)
Preferred skills
Prior experience in private customer advisory, securities trading
Technologies
Digital advisory tools, Sparkassen financial concept
Responsibilities
Advise on asset formation and investment using the full product portfolio; Develop tailored solution concepts based on life, asset, and sustainability preferences; Implement defined sales processes; Support colleagues in branches with investment-related questions
Seniority
Mid-level, hands-on IC