Privatkundenberater Schwerpunkt Anlageberattung
Core
Private banking advisor responsible for managing a personal portfolio of private clients, providing holistic financial advice using bank and partner products, and growing the client base.
Role type
Private banking advisor (retail)
Builds
Financial products and services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Private client advisory, knowledge of bank and partner products (funds, certificates, building savings), client portfolio management, sales orientation, communication
Preferred skills
Bank training or equivalent qualification in financial services, practical experience in private client advisory
Technologies
N/A
Responsibilities
Manage a personally assigned circle of private clients, provide holistic and needs-based advice, secure and expand the assigned client base, build active client contact management, represent the bank and participate in projects
Seniority
Entry to Mid-level, individual contributor