Privatkundenberater (m/w/d) im Bankwesen
Core
Full-time private banking advisor providing comprehensive financial advice and account management for a fixed client base.
Role type
Private Banking Advisor (IC)
Builds
Long-term, trust-based client relationships and tailored financial solutions.
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, mortgage financing, insurance, pension planning, current accounts, card products, online banking, client relationship management, proactive needs analysis, solution development
Preferred skills
Bank clerk qualification, insurance clerk qualification, Bank specialist qualification (Bankfachwirt), customer-oriented mindset, service orientation, communication skills, initiative, teamwork
Technologies
Online banking platforms, banking software
Responsibilities
Manage and advise a fixed portfolio of private clients, provide individual advice on investments, mortgages, insurance, and pensions, support clients with current accounts, cards, and online banking, proactively identify client needs and develop tailored solutions
Seniority
Entry to Mid-level, hands-on IC