Individualkundenbetreuer/in (m/w/d) inđź“ŤLastrup
Core
Provide flexible and holistic advisory services to an assigned customer portfolio, developing tailored investment, financing, provision, and risk management strategies.
Role type
Individual customer advisor
Builds
Customized financial strategies for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, Investment strategy, Financing solutions, Risk management, Customer relationship management
Responsibilities
Consulting assigned customer portfolio, Developing tailored investment and financing strategies, Creating provision and risk management plans