Privatkundenbetreuer (m/w/d) mit Schwerpunkt Aktivgeschäft
Core
Privately advise and manage individual customers' financial portfolios, acquire new clients, and develop optimal financial management solutions.
Role type
Private banking relationship manager (sales focus)
Builds
Individual financial management solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
product features
Required skills
Private banking advisory, client acquisition, financial portfolio management, sales orientation, independent work
Preferred skills
Further education (study), experience in private banking sales
Technologies
N/A
Responsibilities
Advise and manage private customers independently, develop optimal financial management solutions, acquire potential new clients, utilize sales channels proactively, manage assigned customer connections
Seniority
Mid-level, hands-on IC