Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic financial advice and building long-term customer relationships via in-person and digital channels.
Role type
Private banking advisor (IC)
Builds
Modern banking solutions and financial products for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Holistic financial advisory, customer relationship management, sales, digital communication, product knowledge (investments/securities)
Responsibilities
Advise customers on investments, securities, and banking products; acquire new customers; maintain long-term client relationships; utilize digital advisory channels