You will manage your own customer portfolio in the Wealth Management segment, systematically identifying and leveraging customer needs and potentials through structured strategy discussions
Job Summary
You will manage your own customer portfolio in the Wealth Management segment, systematically identifying and leveraging customer needs and potentials through structured strategy discussions.
Your core competence is investment advisory, encompassing advice on all (securities) products and services within Wealth Management.
We offer a wide range of benefits covering all your professional and personal needs, including emotional, physical, social, and financial well-being.
Matching Summary
You will manage your own customer portfolio in the Wealth Management segment, systematically identifying and leveraging customer needs and potentials through structured strategy discussions.
Skills & Requirements
Must-have
Wealth Management customer portfolio
structured strategy discussions
investment advisory core competence
MiFID-compliant advisory process
digital media proficiency
Nice-to-have
customer and service orientation
teamwork and initiative
long-term customer loyalty
holistic advisory approach
Key Requirements
Bank clerk training or further education/studies
Advisory experience in private banking
Knowledge of MiFID-compliant advisory process
Knowledge of investment products and financial market developments
Experience in appointment scheduling for customer potential
Confident, competent, and friendly customer demeanor