Vermögenskundenberater und Abwesenheitsvertreter (m/w/d) -
Core
Wealth management advisor and substitute for the branch manager, providing holistic financial advice and sales strategies to assigned customers.
Role type
Wealth management advisor (substitute for branch manager)
Builds
Financial products and services (active, passive, securities, and syndicated business)
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Holistic financial consulting, sales strategy development, customer acquisition, relationship management, financial product knowledge
Preferred skills
Entrepreneurial mindset, negotiation skills, customer-oriented financial concept development
Responsibilities
Provide independent customer advice in active, passive, securities, and syndicated business; Develop and implement sales ideas and strategies; Acquire new customers; Maintain and intensify existing customer relationships; Optionally substitute the branch manager
Seniority
Individual Contributor