Vermögensberater für gewerbliche Kunden (m/w/d)
Core
Advise commercial and healthcare professional clients on asset optimization, pension planning, and wealth management as part of a co-care model.
Role type
Commercial wealth advisor (asset management & pension specialist)
Builds
Investment concepts, pension plans, and individual solution proposals for commercial clients
Domain
Banking / Wealth Management / Pension Planning
Deliverable
product features
Required skills
Asset management, pension planning, sales, client relationship management, negotiation
Preferred skills
Securities trading, insurance business, entrepreneurial mindset
Technologies
Banking software, investment platforms
Responsibilities
Create investment concepts for asset optimization, develop individual solution proposals, intensify existing client connections, lead clients to Private Banking for income/asset changes
Seniority
Mid-level, experienced IC