Vermögensberater (m/w/d) inkl. stellvertretende Teamleitung
Core
Provide asset management and investment advice to private customers across personal, phone, and video channels, developing tailored financial offers using the bank's product portfolio.
Role type
Senior IC wealth advisor with deputy team leadership responsibilities
Builds
Financial products and investment solutions for private banking clients
Domain
Banking / Private Wealth Management
Required skills
Investment advisory, sales of banking products, securities trading, customer relationship management, team leadership, process optimization
Preferred skills
Prior experience in private customer advisory, negotiation skills
Technologies
Banking product platforms, video consultation tools
Responsibilities
Advise customers on investment strategies, sell bank and partner products, manage existing and new client accounts, lead team members on specific tasks, contribute to internal process improvements
Seniority
Senior, hands-on IC with leadership duties
