Vermögenskundenberater (w/m/d) digital oder stationär
Core
Provide holistic, case-closing advisory for wealth-affluent customers on investment and pension products via personal or digital channels.
Role type
Senior wealth advisory consultant (digital or branch)
Builds
Investment and pension solutions for affluent private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, pension planning, sales and acquisition techniques, digital media proficiency, relationship management
Preferred skills
Network growth, proactive customer outreach
Responsibilities
Advise assigned customers on investment and pension products; consult via phone, video chat, or email; maintain and grow customer network; actively acquire new clients.