Privatkundenbetreuer (m/w/d)
Core
Advise and manage private customers individually, develop optimal 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
Private customer advisory, financial management solution design, new customer acquisition, independent work, team collaboration
Preferred skills
Banking professional training or business economics degree, experience in active and passive banking business
Technologies
N/A
Responsibilities
Advise and manage private customers independently, develop optimal financial management solutions for customers, acquire potential new customers from the market segment, utilize sales channels proactively, manage assigned customer connections
Seniority
Mid-level, individual contributor