Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d)
Core
Advise and manage private clients' wealth and retirement planning, focusing on asset allocation without sales pressure.
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
Asset allocation, retirement planning, investment funds, client relationship management, sales process execution, team collaboration
Preferred skills
Bankfachwirt or Fachwirt for financial advisory certification, experience in financial services
Technologies
Proprietary sales processes for investment advisory
Responsibilities
Consult new and existing clients on asset allocation and retirement planning, act as the central contact person for the branch, collaborate with partner institutions to offer a diverse product portfolio, manage customer acquisition through campaigns and signal recognition, support team sales activities and targets