Kundenberater (m/w/d) Vermögensanlage & Finanzberatung
Core
Advise and sell financial products (investments, insurance, mortgage financing) to private clients in the Nuremberg area.
Role type
Client Advisor (Wealth Management & Financial Consulting)
Builds
Individual financial solutions and client portfolios
Domain
Banking / Private Client Wealth Management
Deliverable
client delivery
Required skills
Financial sales, client relationship management, solution-oriented consulting, digital sales channels
Preferred skills
Further education as Fachwirt or Betriebswirt, passion for finance
Technologies
Digital sales channels
Responsibilities
Actively advise clients on financial topics, identify and refer sales leads to specialists, manage an assigned client portfolio, develop individual solutions, expand existing client relationships, proactively approach clients using digital channels