Privatkundenberater (w/m/d)
Core
Private banking advisory for retail customers, focusing on holistic financial consulting and strengthening existing customer relationships.
Role type
Private banking advisor (retail)
Builds
Personalized financial solutions for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Private banking advisory, customer relationship management, financial consulting
Preferred skills
Direct customer contact, communication skills
Responsibilities
Holistic advisory of private customers, maintenance and intensification of existing customer connections, referral to specialists when needed