Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d)
Core
Private wealth advisor specializing in asset allocation and pension planning for individual customers.
Role type
Private wealth advisor (IC)
Builds
Investment portfolios and pension solutions for private clients
Domain
Banking / Wealth Management
Required skills
Asset allocation, pension planning, investment funds, client relationship management, sales processes, team collaboration
Preferred skills
Bankfachwirt or Fachwirt for financial advisory certification, extensive experience in wealth advisory