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