Individualkundenberater (m/w/d) - Bank
Core
Provide holistic, solution-oriented financial advice to affluent private clients, managing credit, deposit, securities, and service business within assigned portfolios.
Role type
Senior Individual Customer Advisor (Private Banking)
Builds
Long-term client relationships and tailored financial solutions for high-net-worth individuals
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Holistic financial planning, credit/deposit/securities/service business expertise, regulatory compliance (WpHG), client acquisition and retention, relationship management, negotiation, proactive sales identification
Preferred skills
Bankkaufmann/Bankkauffrau qualification, Bankfachwirt/Sparkassenfachwirt certification, experience with affluent clients, Microsoft Office proficiency
Responsibilities
Conduct comprehensive financial consultations, identify sales opportunities across product lines, coordinate with internal specialists for complex queries, ensure regulatory compliance, develop long-term client relationships
Seniority
Mid-Senior, hands-on IC