Vermögensberater (m/w/d) im Finanzwesen - hybrides Arbeiten (Remote & Präsenz)
Core
Financial advisor providing customer consultation, creating investment profiles, and managing ongoing control of agreed investments and financing for international clients in the financial sector.
Role type
Financial advisor (wealth management)
Builds
Investment portfolios and financing solutions for clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Customer consultation, investment profile creation, compliance adherence, sales talent, commercial understanding
Preferred skills
MS-Office proficiency
Responsibilities
Customer care and consultation, creation of customer profiles regarding financing needs and investment options, execution and ongoing control of agreed investments and financing, compliance with legal regulations and guidelines
Seniority
Mid-level professional