Vermögenskundenberater (m/w/d)
Core
Provide holistic, case-closing advisory for securities and pension planning to high-net-worth private clients via digital or stationary channels.
Role type
Senior wealth management advisor (securities & pension)
Builds
Investment and pension products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities advisory, Pension planning, Sales & acquisition techniques, Digital channel proficiency, Relationship management
Preferred skills
Empathy, Communication, Flexibility, Technical affinity
Technologies
Telephony, Videochat, E-Mail