Privatkundenbetreuer (m/w/d)
Core
Advise and support private customers with individual financial management solutions and acquire new customers.
Role type
Private banking relationship manager
Builds
Individual financial management solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, customer acquisition, portfolio management, sales, relationship management, financial planning
Responsibilities
Advise private customers on financial management, acquire new customers, manage assigned customer portfolios, utilize sales channels
Seniority
Individual Contributor