Privatkundenberater - Vermögensberatung / Banking (m/w/d)
Core
Advise private customers on wealth and income management across all market services and bundled products via omnichannel sales.
Role type
Private banking advisor (wealth management)
Builds
Long-term customer relationships and financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking experience, holistic financial planning, sales, customer service, omnichannel consultation
Preferred skills
Sparkassenfachwirt qualification, willingness to upskill
Technologies
Omnikanalberatung tools
Responsibilities
Advise customers on wealth and income products, acquire new customers, build long-term relationships, implement financial concepts independently, collaborate with specialist advisors and partners