Bankkaufmann/-frau
Core
Private banking specialist advising clients on investment and wealth management solutions.
Role type
Private banking specialist (wealth management)
Builds
Individual financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, wealth management, client acquisition, cross-selling, financial product sales, customer relationship management
Preferred skills
Digital affinity, EDV systems proficiency
Responsibilities
Advise and manage assigned client portfolio in investment and savings matters, design and sell tailored financial solutions, serve customers at the counter, acquire new clients, expand existing relationships through cross-selling, take responsibility for own client stock results