Individualkundenberater (m/w/d) in der Filiale Gröbenzell
Core
Advise and support assigned wealthy private clients on all banking matters, develop tailored investment strategies based on the S-Finanz concept, and acquire real estate financing.
Role type
Senior retail banking advisor (wealth management focus)
Builds
Personalized investment strategies and real estate financing solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy development, real estate financing acquisition, cross-selling, client relationship management, digital media proficiency
Preferred skills
None stated
Technologies
None stated
Responsibilities
Advise assigned wealthy private clients on all banking matters, Develop tailored investment strategies based on the S-Finanz concept, Acquire real estate financing and refer to the real estate center, Identify and execute cross-selling approaches to acquire new clients
Seniority
Senior, experienced IC