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(Senior) Kundenberater - Vermögensverwaltung (m/w/d) @ Boerse Group AG

Rosenheim, Bavaria, GermanyOnsiteFull Time
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About this role

(Senior) Kundenberater - Vermögensverwaltung (m/w/d) at Boerse Group AG. Location: Rosenheim, Bavaria, Germany. Role: maintain relationships, analyze needs, advise products Requirements: Manage existing clients and acquire new ones; assess needs and risk; advise on financial products; maintain CRM records; collaborate with Compliance, Marketing and Customer Service. Category: Sales Seniority: Mid Level Commitment: Full Time Workplace: Onsite Languages: German, English

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