Berater (m/w/d) für Vorsorge und Vermögen
Core
Co-Betreuer für gewerbliche Kund:innen in der privaten Finanzplanung, Vermögens- und Vorsorgeberatung sowie Entwicklung von maßgeschneiderten Finanzlösungen.
Role type
Senior IC financial advisor (corporate clients)
Builds
Tailored financial solutions for corporate clients
Domain
Banking / Wealth Management
Required skills
Corporate client sales, holistic wealth planning, financial analysis, relationship management, strategic financial consulting
Preferred skills
Certified Individual Customer Advisor (geprüfter Individualkundenbetreuer), specialization in private banking
Technologies
TVöD, epassi, Hansefit
Responsibilities
Analyze individual wealth and pension situations, develop tailored financial concepts, provide expert recommendations, acquire new corporate clients, support primary advisors in developing existing client relationships
Seniority
Senior, hands-on IC