Individualkundenberater*in (m/w/d)
Core
Provide holistic, needs-oriented financial advice and sales support to private customers for wealth optimization, loans, and investments.
Role type
Private banking advisor (retail)
Builds
Tailored financial solutions for private clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Financial planning, Credit analysis, Investment advisory, Sales, Customer relationship management, Digital tools proficiency
Preferred skills
Bank/Sparkassen specialist qualification, Securities competency, Further training in investment advisory
Technologies
Digital banking platforms, CRM systems
Responsibilities
Advise customers on loan products and financing solutions, Consult on investment opportunities across asset classes, Sell tailored financial products to build long-term relationships, Expand existing customer base and acquire new clients
Seniority
Mid-level, experienced advisor