Vermögenskundenberater/-in (m/w/d) im digitalen BeratungsCenter
Core
Wealth management advisor providing holistic financial solutions to affluent clients via digital channels (phone, video, chat, email) to build long-term relationships and develop tailored financial strategies.
Role type
Senior IC wealth management advisor (digital)
Builds
Individualized financial strategies and product solutions for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic client advisory, relationship building, digital communication proficiency, sales orientation, process improvement
Preferred skills
Experience in wealth management, digital transformation initiatives
Technologies
Video conferencing tools, CRM systems, digital communication platforms
Responsibilities
Acquire new clients and expand existing relationships, develop pass-fit financial strategies, integrate specialist support when needed, contribute to process and digital offering development
Seniority
Mid-level, hands-on IC
