Privatkundenbetreuer (m/w/d)
Core
Privately advise and manage individual customers, developing optimal financial management solutions and acquiring new clients.
Role type
Private banking relationship manager
Builds
Individual financial management solutions for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial advisory, sales acquisition, independent work, team collaboration, customer communication
Responsibilities
Advise and manage private customers independently, develop optimal financial solutions, acquire potential new clients, manage assigned customer connections