Privatkundenberater (m/w/d) in Wiesbaden
Core
Private banking advisor responsible for managing and developing a personal portfolio of private customers, providing holistic advice on account models, pension planning, and asset management.
Role type
Private banking advisor
Builds
Long-term customer relationships and tailored financial solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Customer advisory, sales, service orientation, communication, relationship building
Preferred skills
Further education in business management (Fachwirt/Betriebswirt)
Technologies
Banking software, financial planning tools
Responsibilities
Manage and develop own private customer portfolio, provide holistic financial advice, identify individual customer needs, build long-term relationships, collaborate with internal specialists