Privatkundenberater (m/w/d)
Core
Providing holistic investment and pension advice to assigned private customers, acquiring new clients, and consulting via all media channels (phone, video chat, email).
Role type
Private banking advisor (investment & pension)
Builds
Investment portfolios and pension plans for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advice, pension planning, client acquisition, multi-channel communication
Preferred skills
None stated
Technologies
None stated
Responsibilities
Advise assigned customers on investment and pension topics, acquire new clients, consult via phone/videochat/email
Seniority
Entry to Mid-level