Spezialist Altersvorsorge (m/w/d)
Core
Develop into an expert for private pension planning with a focus on the new Pension Reform Act (AVRG), conducting holistic analyses and creating individual planning concepts.
Role type
Senior private banking specialist (pension planning)
Builds
Individual pension planning concepts and holistic advisory processes
Domain
Banking / Private Wealth Management / Pension Planning
Deliverable
client delivery
Required skills
Holistic advisory process, securities advisory, pension reform knowledge (AVRG), individual customer analysis, complex concept explanation
Preferred skills
Generation advisory, continuous expertise development
Responsibilities
Develop into an expert for private pension planning, conduct holistic pension analyses, advise on existing and new pension solutions, serve as central expert for colleagues on pension topics, integrate pension themes into holistic advisory processes
Seniority
Senior, hands-on IC