Privatkundenberater/-in (m/w/d)
Core
Private banking advisor providing financial advice and asset management for individual customers.
Role type
Private banking advisor (retail)
Builds
Financial solutions and asset portfolios for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, customer relationship management, asset allocation, regulatory compliance, sales, portfolio management, risk assessment
Responsibilities
Conduct needs analysis for customers, provide independent or team-based advice on asset classes, execute investment decisions for client portfolios, maintain client records in banking systems