Vermögensberater:in (m/w/d) Vollzeit / Teilzeit
Core
Advise and support customers holistically to make long-term financial decisions and develop personalized financial concepts.
Role type
Financial advisor (wealth management)
Builds
Personalized financial concepts using provided tools and partner products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, customer relationship management, sales, product knowledge, communication
Preferred skills
Experience in wealth structuring/buildup
Technologies
OSPA financial concept, Sparkassen and consortium partner products
Responsibilities
Advise customers on long-term financial decisions, develop personalized financial concepts, identify customer needs and close product deals, maintain relationships with existing customers and acquire new ones, introduce new solutions to branch operations