Individualkundenberater (w/m/d)
Hybrid
Core
You independently manage and develop long-term relationships with high-net-worth private clients, offering holistic financial and insurance solutions.
Role type
Private banking relationship manager
Builds
Individualized financial and insurance product solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Insurance advisory, Sales, Client relationship management, Negotiation
Preferred skills
Securities advisory, Sales qualification
Technologies
Financial planning tools, Insurance products
Responsibilities
Manage assigned high-net-worth clients, Identify and develop client potential, Develop holistic solution proposals, Acquire new clients
Seniority
Mid-level, individual contributor