Senior Berater (d/m/w) Personal Banking Vermögensaufbau & Vorsorge

Akamai

Hamburg, Germany
Hybrid
Advisory skills in personal banking
Experience in wealth management
Strong sales and communication skills
You will be responsible for advising clients on wealth accumulation and retirement planning

Job Summary

  • You will be responsible for advising clients on wealth accumulation and retirement planning.
  • The role involves independent management of client appointments and closing sales effectively.
  • The bank offers a wide range of benefits to support your professional and personal needs.

Matching Summary

You will be responsible for advising clients on wealth accumulation and retirement planning.

Skills & Requirements

Must-have

  • advisory skills in personal banking
  • experience in wealth management
  • strong sales and communication skills

Nice-to-have

  • expertise in digital banking services
  • team collaboration and motivation
  • knowledge of investment products

Key Requirements

  • banking qualification
  • experience in investment and retirement products
  • AnsFuG and IDD certifications

Work Rights

Not specified

Tailored Resume

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