Privatkundenberater*in (m/w/d)
Core
Advise private customers on financial needs and acquire new clients through holistic, personalized, and digital consultations.
Role type
Private banking advisor
Builds
Financial solutions for individual customers
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Holistic financial planning, customer acquisition, sales, relationship management, financial product knowledge
Preferred skills
Investment advisory qualifications, business administration background
Technologies
Digital banking platforms
Responsibilities
Conduct holistic customer consultations, acquire new clients, develop tailored financial solutions
Seniority
Entry-level to Mid-level