Individualkundenberater (m/w/d)
Core
Advise and support assigned wealthy private clients on all banking matters, develop tailored investment strategies based on the S-Finanz concept, and acquire new clients through cross-selling.
Role type
Senior retail banking advisor (wealth management focus)
Builds
Personalized investment strategies and client acquisition for private banking
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client advisory, investment strategy development, cross-selling, real estate financing guidance, digital media proficiency
Preferred skills
Wealth management experience, real estate financing knowledge
Responsibilities
Advise assigned wealthy private clients on banking matters, Develop tailored investment strategies based on S-Finanz concept, Acquire new clients through cross-selling, Guide clients to the real estate center for financing