Privatkundenberater - Vermögensberatung / Banking (m/w/d)
On-site
Core
Holistic wealth and income advisory for private customers across all market products and omni-channel sales paths.
Role type
Private banking advisor (wealth management)
Builds
Long-term customer relationships and new customer acquisition
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial advisory, new customer acquisition, omni-channel sales, financial concept implementation, collaboration with specialist advisors
Preferred skills
Sales orientation, success drive, willingness to undergo further training