Kundenberater:in oder Vermögensberater:in (m/w/d/ohne Angabe)
Core
Provide holistic financial advice and develop personalized financial concepts for customers in a branch setting.
Role type
Customer/Wealth Advisor (Bank/Savings Bank)
Builds
Personalized financial plans and product solutions for individual customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Holistic customer advisory, Financial concept development, Product sales, Customer relationship management, Prospecting
Preferred skills
Experience in asset structuring or wealth building
Technologies
OSPA Financial Concept, Banking partner products
Responsibilities
Advise and accompany customers holistically, Develop personalized financial concepts, Achieve product closures, Maintain relationships with existing customers, Actively approach potential new customers
Seniority
Entry to Mid-level, Branch employee