Vermögenskundenberater (m/w/d)
Core
Provide holistic financial advice to private and business customers in Regensburg and the surrounding district, covering assets, liabilities, securities, and bundled products.
Role type
Senior IC wealth management advisor
Builds
Financial products and services for private and business clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
holistic financial consulting, sales strategy execution, customer acquisition, relationship management, cross-functional collaboration, business acumen
Preferred skills
entrepreneurial thinking, negotiation skills
Technologies
digital channels, social media
Responsibilities
Advise assigned customers on holistic financial topics including active, passive, securities, and bundled business; Develop and implement sales ideas and strategies; Identify customer needs and unlock potential; Acquire new customers and deepen existing relationships; Coordinate closely with internal specialists; Act as optional substitute for the branch manager
Seniority
Mid-level, hands-on IC