Berater (m/w/d) für Privatkunden
Core
Private banking advisor providing holistic financial solutions and guidance to individual customers.
Role type
Private banking advisor (IC)
Builds
Individual financial plans and products for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Customer relationship management, sales, financial advisory, active listening, digital mindset
Preferred skills
Willingness to pursue further education to Bank or Savings Bank Specialist
Technologies
Digital financial solutions
Responsibilities
Advise customers on their financial journey, develop individual solutions, build trust with clients, contribute to the bank's success
Seniority
Entry to Mid-level, hands-on IC