Vorsorgeberater Privatkunden (m/w/d)
Hybrid
Core
Holistic advisory for private clients on pension planning, investment, and financial planning.
Role type
Private client financial advisor
Builds
Personalized financial solutions for individual clients
Domain
Financial services / Banking / Insurance
Deliverable
client delivery
Required skills
Knowledge of bank products, pension solutions, client-oriented financial advisory, portfolio management, identifying client needs
Preferred skills
Experience in private client advisory or investment/pension advisory
Responsibilities
Advise private clients on pension, investment, and financial planning; Support clients with future planning and asset building; Manage and develop existing client portfolios; Identify additional advisory needs and involve partners; Ensure service-oriented customer care in personal and digital contact