Anlageberater (m/w/d)

Pmx

Esslingen permanent

Posted: April 9, 2026

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Quick Summary

Anlageberater (m/w/d) in Esslingen: Konzentriert sich der Job auf die Vermögensaufbau von Kunden sowie die Finanzplanung und die individuelle Anlagestrategie. Die Anlageberaterin/Anlageberater unterstützt Kunden bei der Entwicklung von langfristigen Finanzplänen und arbeitet mit verschiedenen Finanzprodukten. Erfahrung im Bereich Finanzberatung und Kundenbeziehung ist erforderlich.

Required Skills

Financial Planning Investment Analysis Client Relationship Management Customer Service Banking

Job Description

Deine Aufgaben:
• Durchführung der ganzheitlichen Beratung zu Finanzplanung und Vermögensaufbau
• Analyse der finanziellen Situation und Ziele von Kunden
• Erarbeitung individueller Anlagestrategien und Lösungskonzepte
• Erkennung von Kundenpotenzialen und Ausbau bestehender Kundenbeziehungen
• Betreuung und Weiterentwicklung von Bestandskunden

Dein Profil:
• Abgeschlossene bankfachliche Ausbildung oder vergleichbare Qualifikation
• Erfahrung in der Kundenberatung im Finanzumfeld
• Erfahrung im Aufbau und in der Pflege von Kundenbeziehungen
• Interesse an Finanzmärkten und Anlageprodukten

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