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 (Banking)
Builds
Financial planning and wealth management solutions for customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, wealth management, sales, customer relationship management, clear communication
Preferred skills
Bank training, investment advisory experience
Responsibilities
Advise customers on financial planning and wealth management, develop tailored investment solutions, achieve sales targets
Seniority
Entry to Mid-level