Vermögensberater:in (m/w/d/ohne Angabe)
Core
Advise and support customers holistically to make long-term financial decisions and develop personalized financial concepts.
Role type
Financial advisor (wealth management)
Builds
Personalized financial concepts using OSPA-Finanzkonzept and Sparkassen/Verbundpartner products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, customer relationship management, sales, product knowledge, communication
Preferred skills
Experience in wealth structuring/building, empathy, self-motivation
Technologies
OSPA-Finanzkonzept, Sparkassen and Verbundpartner products
Responsibilities
Advise customers on long-term financial decisions, develop personalized financial concepts, acquire new customers, maintain relationships with existing customers, identify customer needs and close product deals
Seniority
Individual Contributor