• Support the customer consultant in the acquisition of new customers, new assets and credits as well as in the establishment and development of long-term customer relationships
  • Advise the customer consultant during the networking, through traditional investment advices exceeding advisory discussions with the client
  • Maintain direct and personal contact with the region, the branch and the relationship manager
  • Ensure information flow to internal and external clients
  • Present comprehensive financial advices by the means of information events, clients events, etc.
  • Create financial plans and pension analyses based on clients' needs and potential analysis

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Finanzplaner (w/m)

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