Vermögenskundenbetreuer (m/w/d)
Core
Provide holistic advice and consultation to individual and potential customers via digital communication channels, focusing on wealth and securities solutions.
Role type
Wealth management advisor (digital banking)
Builds
Long-term customer relationships and tailored financial solutions for private clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Wealth management, securities trading, digital communication, customer relationship management, sales support, financial planning
Preferred skills
Bankfachwirt or Finanzfachwirt qualification, experience in private banking
Technologies
Video consultation, telephone consultation, digital communication platforms
Responsibilities
Conduct needs-based consultations on wealth and securities solutions, identify customer needs and develop appropriate financial solutions, actively support sales through targeted customer outreach, maintain and develop long-term customer relationships
Seniority
Individual contributor, mid-level