Privatkundenberater (m/w/d)
Hybrid
Core
Provide holistic financial consulting and long-term relationship management for private clients, developing tailored investment and securities solutions.
Role type
Private banking advisor (retail)
Builds
Customized financial products and investment strategies for individual clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial consulting, client relationship management, sales, investment product knowledge, digital tools proficiency
Preferred skills
Experience with cooperative banks (Sparkassen), digital affinity
Responsibilities
Develop and maintain a personal client network, create tailored financial solutions, integrate partner services (R+V), onboard clients to digital brokerage platforms, manage administrative documentation
Seniority
Entry to Mid-level