Vermögensberater/innen (m/w/d)
Core
Provide holistic financial planning and asset management advice to private customers via in-person, phone, and digital channels.
Role type
Private banking financial advisor
Builds
Personalized financial plans and wealth management solutions for individual clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, customer relationship management, product knowledge, communication
Preferred skills
None stated
Technologies
Online banking, Mobile banking
Responsibilities
Advise and support assigned customers holistically, identify customer needs, acquire new customers, maintain existing relationships, create sales opportunities
Seniority
Entry to Mid-level