Berater Privatkunden (m/w/d)
Core
Providing financial and pension advice, selling banking products, and managing client portfolios for private customers.
Role type
Private banking advisor
Builds
Client portfolios and sustainable advisory processes
Domain
Banking and insurance
Deliverable
product features
Required skills
Financial advisory, sales, client portfolio management, independent work, communication, MS Office
Preferred skills
Banking qualification, private customer advisory experience