Vermögenskundenberater (m/w/d)
Core
Advise assigned private and business customers on all financial topics including deposits, investments, and loans.
Role type
Senior IC wealth advisor (private banking)
Builds
Financial advice and sales strategies for private and business clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer advisory, sales strategy development, new customer acquisition, relationship management, cross-selling, financial concept development
Preferred skills
Entrepreneurial thinking, negotiation skills
Technologies
Digital channels, social media
Responsibilities
Advise customers on active, passive, securities, and syndicated business; implement sales strategies; acquire new customers; maintain and deepen existing relationships; coordinate with internal specialists; act as optional substitute for the advisory center manager