Vermögenskundenberater (m/w/d)- Privatkundenbank
Core
Holistic advisory and sales for premium private clients across a full product suite, including wealth management, real estate, and succession planning.
Role type
Senior Private Banking Advisor (IC)
Builds
Wealth management solutions, banking products, and client acquisition strategies for premium individuals.
Domain
Retail Banking / Wealth Management
Required skills
Complex financial solution design, client acquisition, regulatory compliance (WpHG, IDD), CRM tool proficiency, negotiation, market analysis, service excellence.
Preferred skills
Real estate expertise, succession planning knowledge, digital channel adoption, team collaboration.
Technologies
CRM systems, Online/Mobile Banking platforms, Video/Telephony tools.
Responsibilities
Advise high-net-worth clients on comprehensive financial solutions, acquire new clients through active outreach, coordinate with real estate and succession experts, drive digital channel adoption, ensure customer satisfaction and complaint management, maintain regulatory compliance.
Seniority
Senior, hands-on IC