Not specified; not specified; benefits include pen...
Hybrid
Mifid-compliant advisory process knowledge
Investment product portfolio expertise
Structured strategy conversation skills
The role involves managing a dedicated Wealth Management client portfolio to identify and realize customer needs through structured strategy discussions
Job Summary
The role involves managing a dedicated Wealth Management client portfolio to identify and realize customer needs through structured strategy discussions.
Candidates must possess comprehensive knowledge of MiFID-compliant advisory processes and the ability to advise on various investment products.
The company offers a supportive culture with benefits including mental health support, flexible working models, and comprehensive health check-ups.
Matching Summary
The role involves managing a dedicated Wealth Management client portfolio to identify and realize customer needs through structured strategy discussions.
Salary
Not specified; Not specified; Benefits include pension plans, employee banking services, and mobility support
Skills & Requirements
Must-have
MiFID-compliant advisory process knowledge
Investment product portfolio expertise
Structured strategy conversation skills
Digital tool proficiency for banking
Sales-oriented client relationship management
Nice-to-have
Experience in private customer segment
Team collaboration and tandem conversations
Proactive initiative and assertiveness
Customer-centric service orientation
Interest in holistic financial solutions
Key Requirements
Banking apprenticeship (Bankkaufmann/frau) or higher education
Prior experience in private customer advisory
Fundamental knowledge of investment markets and developments