Bankkaufmann/-frau / Anlageberater (m/w/d)
Core
Provide holistic financial planning and asset management advice to customers, developing tailored solutions for their wealth.
Role type
Investment Advisor (Generalist)
Builds
Financial planning and asset management solutions for retail customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, asset management, solution design, customer communication, sales drive
Preferred skills
Bank-related vocational training, prior investment advisory experience
Responsibilities
Advise customers on financial planning and asset management, develop tailored solutions, achieve sales targets
Seniority
Entry-level to Mid-level, training provided