Privatkundenberater (m/w/d)
Core
Private banking advisor responsible for managing a defined customer portfolio, providing holistic financial advice, and developing long-term relationships.
Role type
Private banking advisor (IC)
Builds
Sustainable customer relationships and tailored financial solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private banking advisory, holistic financial planning, investment advisory, relationship management, needs analysis
Preferred skills
Experience in wealth management, regional networking
Responsibilities
Advise and manage a defined customer portfolio, develop existing customer relationships, conduct needs-based consultation, identify advisory opportunities, collaborate with specialists, represent the bank at regional events