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 banking wealth advisor
Builds
Financial products and advisory services for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Asset allocation, retirement planning, investment funds, sales strategy implementation, customer relationship management, team support
Preferred skills
Bankfachwirt or Fachwirt for financial advisory certification, sales manager experience
Technologies
Sales processes, investment funds
Responsibilities
Advise new and existing customers on asset allocation and retirement planning, act as the central contact person for the branch, support colleagues with technical and sales questions, develop towards a future leadership role, ideally take on the sales manager function, collaborate with partner banks to offer a diverse product package, manage the procurement of financial advisory appointments, support the team in sales actions and achieve team targets