Individualkundenbetreuung (m/w/d) in einer unserer Geschäftsstellen in der Städteregion Aachen
Core
Private banking advisor responsible for managing assigned high-net-worth clients, identifying needs, and acquiring new customers.
Role type
Individual customer advisor (private banking)
Builds
Personalized financial solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
client acquisition, needs analysis, solution design, sales, independent work, team collaboration
Preferred skills
experience with high-net-worth clients, successful completion of bank advisor training
Technologies
none stated
Responsibilities
manage assigned individual customers, identify and address customer needs, acquire new customers
Seniority
Entry to Mid-level, requires specific certification