Finanzberater Privatkunden, Bankkaufmann m/w/d in Stuttgart
Hybrid
Core
Private banking advisor providing comprehensive financial advice on investments, wealth building, and financial solutions to private clients.
Role type
Private banking advisor
Builds
Individual investment and pension strategies for a portfolio of 500 family clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, wealth management, sales, client relationship management, structured work approach
Preferred skills
Experience in private client advisory for investments
Technologies
Bank products, securities
Responsibilities
Advise private clients on investments, securities, and bank products; Manage a portfolio of 500 family clients; Develop individual investment and pension strategies; Collaborate with partners in the financial cooperative network