Anlage-/Vorsorgeberater (m/w/d)
Core
Provide long-term financial advice and guidance on asset management and retirement planning to individual customers, focusing on building lasting relationships rather than pure sales.
Role type
Financial advisor (asset management and retirement planning)
Builds
Long-term financial security plans and retirement strategies for individual clients
Domain
Banking / Personal Finance
Deliverable
client delivery
Required skills
Customer relationship management, financial planning, asset allocation, retirement planning, account management, networking with partners
Preferred skills
Prior experience in banking
Technologies
None stated
Responsibilities
Guide customers on account management and current account questions, act as the primary contact for assigned customers, support customers in their future plans to ensure financial security, network customers with cooperation partners