Privatkundenberater (m/w/d) St. Goarshausen, Lahnstein, Bad Ems, Nassau
Core
Private banking advisor responsible for managing and developing a personal portfolio of private customers, providing holistic advice on account models, insurance, and asset management.
Role type
Private banking advisor (retail)
Builds
Long-term customer relationships and tailored financial solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Customer advisory, sales, relationship management, financial product knowledge
Preferred skills
Further education in business management
Technologies
Banking software, financial planning tools
Responsibilities
Manage and develop own private customer portfolio, provide holistic advice on accounts, insurance, and investments, build long-term customer relationships, collaborate with internal specialists
Seniority
Entry to Mid-level