Privatkundenberater - Wertpapiere / Anlageberatung (m/w/d)
Core
Individual financial advice and wealth management for private clients, creating tailored financial plans and building long-term relationships.
Role type
Senior Private Banking Advisor (Securities/Investment)
Builds
Customized financial solutions and investment strategies for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities knowledge, financial planning, cross-selling, regulatory compliance, negotiation, relationship management
Preferred skills
Sparkassen/Bankfachwirt qualification, extensive private client advisory experience
Responsibilities
Advise clients individually on financial matters, create tailored financial plans and solutions, build and maintain long-term client relationships, identify customer needs and perform cross-selling, monitor and adjust financial strategies based on market conditions, ensure compliance with financial regulations
Seniority
Senior, hands-on IC