Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d)
Core
Advise and manage wealth and retirement planning for private customers, acting as the central contact person in the branch.
Role type
Private client wealth advisor (IC)
Builds
Investment portfolios and retirement solutions for private clients
Domain
Banking / 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