Individualkundenberater (m/w/d) Landkreis Reutlingen
Core
Holistic financial advisory for private clients covering wealth planning, consumer finance, and insurance.
Role type
Individual customer advisor (private banking)
Builds
Long-term client relationships and financial solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Wealth planning, consumer finance, insurance, sales, client relationship management
Preferred skills
Bank training with additional qualification (e.g., Bankfachwirt), co-management strategy
Technologies
Digital advisory tools
Responsibilities
Personal and digital advisory on wealth planning, consumer finance, and insurance; building long-term client relationships; acquiring new clients; collaborating with colleagues in financing business