Anlage- / Vorsorgeberater (m/w/d)
Core
Private banking advisor providing investment, pension, and financial security solutions to individual customers.
Role type
Private banking advisor (investment & pension)
Builds
Individual financial solutions and long-term customer relationships
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Investment analysis, pension planning, customer relationship management, account management, financial product knowledge
Preferred skills
Experience in personal financial sales, structured work approach
Responsibilities
Analyze individual customer needs, develop tailored financial solutions, support customers with account management and banking services, refer partners for further needs