Private Banking Betreuer (m/w/d) am Standort Pforzheim
Hybrid
Core
Providing holistic financial advisory and tailored investment solutions to private banking customers.
Role type
Private Banking Relationship Manager
Builds
Customized financial solutions and member acquisition
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, sales, customer relationship management, time management, self-management, reliability, independence, communication
Preferred skills
None stated
Technologies
None stated
Responsibilities
Holistic customer care across all relevant topics, identifying financial needs, developing tailored financial solutions, presenting product recommendations, supporting member and customer satisfaction initiatives, acquiring new members and customers
Seniority
Mid-level, experienced IC