Individualkundenberater (w/m/d)
Core
Managing high-net-worth private clients, identifying opportunities, acquiring new clients, and deepening existing relationships.
Role type
Senior individual client advisor (wealth management)
Builds
Personalized financial advice and client acquisition for a cooperative bank
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, wealth management, client acquisition, relationship management, business development
Preferred skills
Securities trading knowledge, digital sales channels, team collaboration
Responsibilities
Manage assigned high-net-worth clients, optimize revenue, ensure customer satisfaction, represent the bank externally
Seniority
Mid-level, experienced professional