Bankkaufmann/-frau / Anlageberater (m/w/d)
Core
Provide holistic financial planning and wealth management advice to customers, identifying potential and developing tailored solutions.
Role type
Investment advisor (financial planning)
Builds
Customized financial solutions for individual clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, wealth management, sales motivation, clear communication of financial topics
Preferred skills
Bank training, prior investment advisory experience