Individualkundenbetreuer (m/w/d)
Core
Wealth management and advisory for private clients, including asset management and financial planning.
Role type
Private banking relationship manager
Builds
Wealth management services and financial products for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Wealth management, client acquisition, generational financial planning, cross-functional collaboration
Preferred skills
Personal commitment, structured and customer-oriented work style, persuasive and trustworthy presence