Vermögensberater in Schwabach (m/w/d)
Hybrid
Core
Advise assigned high-net-worth private clients on all banking financial services using a holistic approach.
Role type
Private banking financial advisor
Builds
Long-term client relationships and financial service portfolios
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Holistic client advisory, sales of financial products, client needs analysis, relationship management, negotiation, organization
Preferred skills
Experience in holistic client advisory