Privatkundenberater (m/w/d)
Core
Provide holistic wealth and pension advisory to private customers, focusing on long-term relationships and customer acquisition within a defined sales territory.
Role type
Private banking advisor (wealth & pension)
Builds
Comprehensive financial solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
holistic advisory, customer acquisition, regulatory compliance (WpHG), tax and legal knowledge, negotiation, digital tools proficiency
Preferred skills
Bankfachwirt qualification, real estate and construction financing knowledge
Responsibilities
Advise and support customers holistically and independently, apply WpHG regulations, acquire new customers in the defined territory, collaborate with internal specialists for comprehensive solutions