Privatkundenberater (m/w/d) im Raum Frankfurt
Core
Private banking advisor responsible for managing and developing a personal client portfolio, providing holistic financial advice on accounts, savings, and investments.
Role type
Private banking advisor (retail)
Builds
Long-term client relationships and tailored financial solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Client portfolio management, holistic financial planning, relationship building, sales and consulting experience
Preferred skills
Willingness for professional development
Technologies
Banking software (implied)
Responsibilities
Manage and develop own private client portfolio, advise clients on accounts, savings, and investments, build long-term client relationships, collaborate with specialists