Vermögenskundenberater (m/w/d)
Core
Holistic financial advisory and wealth management for affluent private clients, focusing on investment products, securities, and pension planning.
Role type
Senior IC wealth advisor (private banking)
Builds
Individualized financial solutions and long-term client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment and securities advisory, holistic financial planning, client acquisition and retention, cross-selling, needs analysis
Preferred skills
Sparkassen- or Bankfachwirt qualification, digital affinity
Technologies
N/A
Responsibilities
Conduct comprehensive advisory conversations with existing and new clients, develop individual solutions based on needs analysis, identify additional client needs (e.g., real estate), build long-term client relationships, participate in sales activities and client events