Individualkundenberater/in
Core
Provide comprehensive financial advice and develop individual solutions for assigned private customers in deposits, securities, and partner services.
Role type
Private banking advisor (IC)
Builds
Customer portfolios and financial solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, customer relationship management, sales, securities knowledge, deposit products knowledge
Preferred skills
Sparkassen-/Bankfachwirt qualification, experience in premium private banking
Technologies
Banking software, portfolio management tools
Responsibilities
Analyze customer needs holistically, develop individual financial solutions, grow customer base, provide advice on deposits and securities
Seniority
Mid-level, experienced IC