Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d)
Core
Private wealth advisor providing individual asset management and pension planning advice to new and existing customers at a branch office.
Role type
Private wealth advisor (IC)
Builds
Financial product packages including investment funds and pension solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset management, pension planning, investment funds, customer relationship management, sales processes, team collaboration
Preferred skills
Bankfachwirt or Fachwirt for financial advisory certification, experience in financial services