Privatkundenbetreuer (m/w/d)
Core
Provide holistic, needs-based financial advice to private customers, managing individual portfolios and acquiring new clients.
Role type
Private banking relationship manager
Builds
Personalized financial portfolios for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, portfolio management, client acquisition, sales, relationship building, digital media affinity
Preferred skills
Banking qualification, specialized expertise in securities/residential/credit business, cooperative banking philosophy