Bankkaufmann / Bankkauffrau (gn)
Core
Holistic advisory for private clients on wealth building, protection, and financing.
Role type
Private banking advisor
Builds
Financial solutions and banking products for private clients
Domain
Banking and private wealth management
Deliverable
client delivery
Required skills
Financial analysis, product knowledge, relationship management, communication, structured work
Preferred skills
Sales experience, interest in financial markets
Responsibilities
Analyze financial situations, develop individual solutions, consult on investment/insurance/financing, proactively reach out to clients, conduct consultations
Seniority
Entry-level to Mid-level