Privatkundenberater (m/w/d) | Standort Neuhausen
Core
Private banking advisor providing long-term financial solutions and support to individual customers.
Role type
Private banking advisor
Builds
Individual financial plans and solutions for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial analysis, Customer relationship management, Financial planning, Goal setting, Business acumen, Communication
Preferred skills
Prior experience in private banking, Entrepreneurial mindset