Vermögensberater (m/w/d)
Core
Active holistic advisory and care for assigned customer segments across all financial concept needs, including product sales and active customer portfolio management.
Role type
Wealth advisor (financial services)
Builds
Modern banking solutions (e.g., S-App, Online-Banking) and financial products for private customers
Domain
Banking / Private Wealth Management
Required skills
Holistic advisory, active contact management, sales, negotiation, communication, analysis tools, process standards
Preferred skills
Experience with affluent private customers, proven sales success
Technologies
S-App, Online-Banking, Analysetools
Responsibilities
Customer portfolio management, product sales, implementing banking solutions, adhering to quality standards
Seniority
Mid-level, experienced