Privatkundenberaterin/Privatkundenberater (m/w/d)
Core
Private banking advisor responsible for managing customer relationships, assessing financial needs, and providing tailored financial services to build long-term client bonds.
Role type
Private banking advisor (IC)
Builds
Personalized financial service solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, customer relationship management, needs analysis, sales, communication, teamwork
Preferred skills
Prior experience in private banking, self-confidence, initiative
Technologies
N/A
Responsibilities
Advise assigned customer groups on financial needs and service offerings; Ensure optimal provision of financial services through direct and media channels; Establish new customer relationships and contacts.
Seniority
Individual Contributor, entry to mid-level