Manager Wealth Management (m/w/divers)
Core
First point of contact for Wealth Management customers, providing need-based and transaction-oriented advice on payments, accounts, deposits, and simple investment solutions.
Role type
Wealth Management Manager (Sales & Advisory)
Builds
Standardized investment and financing solutions for retail and SME customers
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Customer-oriented sales techniques, knowledge of payment and deposit products, knowledge of investment products, knowledge of banking regulations, proficiency with MS Office applications
Preferred skills
Strong customer focus, high initiative, willingness to learn
Technologies
MS Office applications