Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d)
Core
Private wealth advisor providing individual asset allocation and retirement planning advice to new and existing customers at a local branch.
Role type
Private wealth advisor (IC)
Builds
Financial product packages including investment funds and retirement solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Asset allocation, retirement planning, investment funds, relationship building, sales negotiation, campaign management
Preferred skills
Bankfachwirt or Fachwirt für Finanzberatung certification, experience with investment funds
Technologies
Proprietary sales processes for investment advice
Responsibilities
Advise customers on asset allocation and retirement planning, act as central contact person for the branch, collaborate with partner banks to offer diverse products, manage sales campaigns and customer appointments, support team sales activities
Seniority
Mid-level, hands-on IC