Finanzplaner (gn)
Core
Holistic financial advisor for private clients, providing comprehensive advice on banking products and financial services across active, passive, and commission-based business.
Role type
Financial Advisor (Private Banking)
Builds
Individual financial solutions and client relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial analysis, sales and acquisition, cross-selling, credit voting, regulatory compliance (WpHG, MiFID II, IDD), customer relationship management
Preferred skills
Experience in banking or financial services, structured and independent work style
Technologies
Banking systems, CRM tools
Responsibilities
Conducting and documenting client advisory sessions, analyzing client economic situations, executing securities transactions, acquiring new customers, participating in sales campaigns, handling general service tasks in customer and payment traffic, voting on credits within delegated authority
Seniority
Mid-level, hands-on IC