Privatkundenbetreuer (m/w/d)
Core
Advise and manage private customers' financial portfolios, acquire new clients, and coordinate customer relationships.
Role type
Private banking relationship manager
Builds
Individualized financial management solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private banking advisory, client acquisition, financial portfolio management, independent work, team collaboration
Preferred skills
Banking or business administration degree, experience in active/passive banking business
Technologies
N/A
Responsibilities
Advise private customers on financial management, acquire new clients from the market segment, coordinate assigned customer connections
Seniority
Mid-level, hands-on IC