Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d)
Core
Advise and manage wealth and retirement planning for private banking customers, acting as the central contact person for the branch.
Role type
Private banking wealth advisor
Builds
Financial product packages and wealth management solutions
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Wealth management, investment funds, retirement planning, sales strategy implementation, team collaboration, customer relationship management, financial product acquisition
Preferred skills
Bank specialist qualification (Bankfachwirt), sales manager experience, negotiation skills
Technologies
Vertriebsprozesse (Sales processes), Investmentfonds (Investment funds)
Responsibilities
Advise new and existing customers on wealth and retirement planning; act as central contact for the branch; support colleagues on technical and sales questions; develop towards a future sales manager role; collaborate with partner banks; manage sales processes and customer appointments; support team sales actions and targets.