Kundenberater (m/w/d) für vermögende Privatkunden für die GS "Röthelheimpark" (52)
Core
Wealth management advisor for affluent private clients, focusing on capital markets and holistic asset strategy.
Role type
Senior IC wealth management advisor
Builds
Long-term, trust-based client relationships and comprehensive financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Capital markets expertise, holistic asset strategy development, sales affinity, digital communication proficiency, client acquisition
Preferred skills
Sparkassenfachwirt qualification, progression to Betriebswirt
Technologies
Digital and modern communication channels
Responsibilities
Provide comprehensive individual advice on capital markets, develop holistic wealth strategies, identify sales opportunities, acquire new clients, utilize digital communication tools
Seniority
Mid-level, hands-on IC