Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d)
Core
Advise and manage wealth and retirement planning for private banking customers, focusing on asset allocation and long-term relationships.
Role type
Private banking wealth advisor
Builds
Financial product packages and investment solutions for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Wealth management, investment funds, retirement planning, customer relationship management, sales processes, team collaboration
Preferred skills
Bankfachwirt or Fachwirt for financial advisory certification, experience in financial services
Technologies
Sales processes for investment advisory
Responsibilities
Advise new and existing customers on asset allocation and retirement planning, act as the central contact person for the branch, collaborate with partner institutions to offer diverse product packages, manage customer acquisition through campaigns, support team sales activities