Kundenberater (m/w/d) für individuelle Kunden im gehobenen Privatkundensegment
Core
Advise high-net-worth individual clients on financial products and services, build long-term relationships, and represent the bank in the region.
Role type
Senior individual client advisor (wealth management)
Builds
Long-term client relationships and segment-specific product portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Comprehensive financial product knowledge, wealth management strategy development, securities trading advice, contract management, cross-selling, client acquisition, regulatory compliance (WpHG)
Preferred skills
Sparkassen-/Bankfachwirt qualification or business economics degree, experience in securities advisory, negotiation skills
Technologies
Multichannel solutions, banking software
Responsibilities
Conduct holistic client advisory and contact management, identify and execute cross-selling opportunities, develop investment strategies for asset accumulation, acquire new clients, manage contracts and regulatory requirements, implement service standards