Bank advisor for asset management

Job description: Bank advisor for asset management

Tasks

• Their goal is to identify the potential of existing domestic and foreign customers, make targeted use of it, and actively acquire new customers.
• With your personal support and regular contact, you lay the foundation for long-term, trusting customer relationships.
• You analyze your clients' financial situation and individual needs, assist them in choosing the right investment strategy, and present suitable solutions.
• They consistently implement regulatory requirements and internal guidelines, thereby contributing to a high quality of consulting.

Requirements

• You have advanced commercial training and many years of experience in asset management.
• You have excellent knowledge of the financial markets and can apply this knowledge in a targeted manner when advising clients.
• Your communication and negotiation skills enable you to successfully achieve goals and continuously develop customer relationships.
• You are a dynamic, solution-oriented person who shows initiative and values teamwork.
• You can set priorities and work independently and in a structured manner.
• Your excellent language skills enable you to communicate professionally with foreign customers.

We offer

- No specific benefits or offers mentioned.

What happens next?

- No specific information provided.