Individualkundenberater:in
Core
Provide financial advice and solutions for private customers regarding money, asset investments, and private insurance planning.
Role type
Private banking advisor
Builds
Financial products and advisory services for private clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, customer relationship management, risk assessment, analytical skills, digital media proficiency
Preferred skills
Customer orientation, quality awareness, flexibility, communication skills
Responsibilities
Identify customer potential, build strong customer relationships, consult on money and asset investments, coordinate with specialists and partners
Seniority
Mid-level, experienced advisor