Berater (d/m/w) Wealth Management

Akamai

Hamburg, Germany
Hybrid
Relationship management experience
Wealth management expertise
Customer portfolio management
You will manage your own customer portfolio in Wealth Management

Job Summary

  • You will manage your own customer portfolio in Wealth Management.
  • The role involves acquiring new clients and expanding business volume.
  • The bank offers a wide range of benefits to support your professional and personal needs.

Matching Summary

You will manage your own customer portfolio in Wealth Management.

Skills & Requirements

Must-have

  • Relationship management experience
  • Wealth management expertise
  • Customer portfolio management

Nice-to-have

  • Cultural openness
  • Team collaboration
  • Digital media proficiency

Key Requirements

  • Completed banking training
  • Experience in financial services sales
  • Knowledge of MiFiD-compliant advisory process

Work Rights

Not specified

Tailored Resume

Cover Letter