Vorsorge- und Vermögensberater Firmenkunden (m/w/d)
Core
Corporate and business customer advisor focusing on asset management, wealth building, and succession planning.
Role type
Corporate banking advisor (wealth management)
Builds
Financial advice and wealth management solutions for corporate clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset management, wealth building, succession planning, customer acquisition, relationship management
Preferred skills
Financial Planner certification, Bank operations manager qualification
Responsibilities
Provide holistic advice on asset allocation and wealth building for corporate clients, support succession and generational management, cultivate existing client relationships, acquire new business opportunities, collaborate with internal specialists and partner banks