Privatkundenberater (m/w/d)
Core
Providing holistic, needs-oriented private banking advice focusing on investment and pension planning, acquiring new clients, and consulting via all media channels.
Role type
Private banking advisor (retail)
Builds
Investment and pension products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advice, pension planning, new customer acquisition, multi-channel consulting
Preferred skills
Customer orientation