Kundenberater Privatkunden (m/w/d)
Core
Private banking advisor responsible for managing a client portfolio and providing holistic financial advice on investments, retirement planning, financing, and insurance.
Role type
Private banking advisor
Builds
Personalized financial solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, client relationship management, investment planning, retirement planning, financing solutions, insurance planning, process improvement
Responsibilities
Manage own client portfolio, conduct holistic financial consultations, coordinate and execute appointments (in-person or digital), collaborate with colleagues to develop tailored solutions, contribute to process optimization