Bankkaufmann/-frau / Anlageberater/in (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 drive, clear communication, customer relationship management
Preferred skills
Bank-related vocational training, prior investment advisory experience
Technologies
Financial planning tools
Responsibilities
Conduct holistic financial planning and wealth management consultations, develop tailored investment solutions, achieve sales targets
Seniority
Entry to Mid-level, individual contributor