Finanzberater - Bankkaufmann / Privatkunden / Mandanten / Vertrieb (m/w/d)
Core
Financial advisor for academics and high-net-worth private clients, analyzing individual financial situations and developing solutions for wealth building, retirement planning, insurance, and real estate financing.
Role type
Senior Financial Advisor / Private Banking
Builds
Long-term client relationships and customized financial plans
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, sales, financial planning, insurance knowledge, real estate financing expertise
Preferred skills
University degree or banking qualification, experience in financial advisory, entrepreneurial mindset
Technologies
Financial planning tools, CRM systems