Privatkundenberater (m/w/d)
Core
Provide holistic financial advice to private customers, building long-term relationships and developing tailored financial concepts.
Role type
Private banking advisor (IC)
Builds
Financial products and services for private individuals
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, relationship management, sales, solution development
Preferred skills
Prior experience in private banking, willingness to learn
Technologies
Banking software, financial planning tools
Responsibilities
Advise customers on investments, financing, and retirement planning; manage existing customer relationships; acquire new clients; develop financial concepts.