Kundenberater im gehobenen Banksegment (m/w/d)
Core
Provide comprehensive, needs-oriented financial advice and relationship management for a personal client portfolio in the premium banking segment.
Role type
Senior Private Banking Advisor
Builds
Individual financial solutions and client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, sales strategy execution, client relationship management, regulatory compliance, solution development
Preferred skills
Securities trading qualification (WpHG), advanced banking certification (Bankfachwirt/Bankbetriebswirt), business administration degree
Technologies
Financial planning tools, CRM systems
Responsibilities
Conduct client meetings to analyze financial situations and determine funding needs, plan and execute sales activities, monitor quality standards and processes, identify and apply sales strategies, close advisory conversations
Seniority
Mid-Senior, experienced IC