Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d)
Core
Advise and support private customers on asset allocation and retirement planning, acting as the central contact person for the branch.
Role type
Private client wealth advisor
Builds
Financial product packages for private customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset allocation, retirement planning, investment funds, sales processes, customer relationship management, negotiation
Preferred skills
Bankfachwirt or Fachwirt for financial advisory certification, experience in financial services
Technologies
Vertriebsprozesse (sales processes)
Responsibilities
Advise new and existing customers on asset allocation and retirement planning, act as the central contact person for the branch, collaborate with partner banks to offer diverse product packages, manage sales processes for investment advice, acquire financial consulting appointments, support the team in sales actions.