Vermögensberater (m/w/d) Geschäfts- und Gewerbekunden
Core
Provide tailored wealth management and financial solutions for business and commercial customers, covering both business and private asset questions.
Role type
Senior wealth advisor (business/commercial clients)
Builds
Customized wealth building and optimization strategies for business clients
Domain
Banking / Wealth Management
Required skills
Wealth management strategy, sales and needs analysis, generational planning, product portfolio knowledge, customer relationship management, follow-up management
Preferred skills
Sparkassen- or Bankfachwirt qualification, Individual customer service seminar
Technologies
OSPlus system
Responsibilities
Advise business and commercial customers on passive products and wealth optimization; Develop independent strategies for asset management; Provide generational planning in coordination with primary advisors; Conduct sales conversations and needs analysis under the S-Finance concept; Communicate results with the primary advisor; Manage follow-up tasks and customer care steps
Seniority
Mid-level, independent advisor