Individualkundenberater (m/w/d)
Core
Provide comprehensive banking advice and sales support to a portfolio of private customers, focusing on loans, wealth management, and payment services.
Role type
Individual customer advisor (private banking)
Builds
Personalized financial solutions for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Portfolio management, holistic financial planning, sales-driven consulting, proactive customer outreach, cross-functional collaboration
Preferred skills
Certified advisor (Beraterpass II/III), prior private banking experience
Technologies
Electronic banking services, loan products, investment products