Junior Vermögensbetreuer:in (m/w/d)
Hybrid
Core
Junior financial advisor supporting clients with wealth management, retirement planning, and risk protection.
Role type
Junior IC financial advisor
Builds
Personalized financial solutions for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Financial planning, risk assessment, sales of securities and insurance, client relationship management, structured work approach
Preferred skills
Prior experience in finance or insurance, bank/insurance vocational training
Technologies
None stated
Responsibilities
Coaching within a 2-year junior program, independent advisory for wealthy and potential clients, optimizing asset structure and retirement planning, acquiring new and retaining existing customers, collaborating with financing and insurance specialists