Privatkundenberater - Beratung / Vermögensanlage / Akquisition (m/w/d)
Core
Private banking advisor providing holistic financial advice, wealth management, and acquisition services to individual clients.
Role type
Private banking advisor (wealth management & acquisition)
Builds
Tailored financial solutions in wealth management, financial education, and securities
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, securities knowledge, client acquisition, relationship management, digital tools proficiency, German (C1)
Preferred skills
Experience with partner banks (e.g., R+V), online brokerage platforms
Responsibilities
Provide holistic financial advice to clients, develop client networks, create tailored financial solutions, integrate partner banks into advisory services, onboard clients to digital solutions, manage customer retention and acquisition, maintain customer data and documentation