(Senior) Privatkundenberater (m/w/d) mit Entwicklungsperspektive
Core
Senior private banking advisor building long-term relationships with high-net-worth clients, providing comprehensive advice on liquidity, wealth building, protection, and provision.
Role type
Senior private banking advisor
Builds
Production financial advisory services and client relationship management
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, relationship management, securities advice (certificates, funds, bonds), wealth management, credit card and girocard processing, online banking support, payment traffic handling
Preferred skills
Existing client portfolio, proactive communication, structured and independent work
Technologies
Online banking platforms, digital services
Responsibilities
Manage high-net-worth clients and build long-term trust, advise on liquidity, wealth building, protection, and provision, handle securities advice and wealth management, process credit card and girocard inquiries, support online banking and digital services, manage payment traffic
Seniority
Senior, hands-on IC