Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic financial solutions and wealth management services to individual customers.
Role type
Private banking advisor (retail)
Builds
Tailored financial products and wealth management strategies for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial advisory, sales, relationship management, network building, negotiation, cross-departmental collaboration
Preferred skills
Securities advisory experience
Technologies
S-Finanzkonzept
Responsibilities
Advise and manage customers independently on all money and wealth matters, develop tailored solutions based on the S-Finanzkonzept, acquire new customers, expand regional network, collaborate with internal departments
Seniority
Entry to Mid-level, individual contributor