Kundenberater:in oder Vermögensberater:in (m/w/d/ohne Angabe) in Vollzeit / Teilzeit
Core
Advise and support customers holistically, develop personalized financial concepts, and achieve product closures in the chosen focus area (comprehensive customer advisory or wealth management).
Role type
Customer/Wealth Advisor (Bank/Sparkassen)
Builds
Personalized financial concepts and product solutions for individual customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic customer advisory, financial concept development, product sales, relationship management, proactive customer acquisition
Preferred skills
Experience in wealth structuring or wealth building
Technologies
OSPA financial concept, Sparkassen and consortium partner products
Responsibilities
Advise and support customers holistically, develop personalized financial concepts, achieve product closures, maintain relationships with existing customers, proactively approach potential new customers
Seniority
Individual Contributor