Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d)
Core
Private wealth advisor supporting new and existing customers with asset allocation and retirement planning, acting as the central contact person in the branch.
Role type
Private wealth advisor (IC)
Builds
Diverse product packages for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
asset allocation, retirement planning, investment funds, sales processes, customer relationship management, negotiation
Preferred skills
Bankfachwirt or Fachwirt for financial advisory certification, experience in financial services