Privatkundenberater (m/w/d)
Core
Private banking advisor providing personalized financial consulting on savings, investments, retirement planning, and consumer loans for a fixed client base.
Role type
Private banking advisor (IC)
Builds
Tailored financial concepts and long-term client relationships
Domain
Banking / Personal Finance
Deliverable
client delivery
Required skills
Financial product knowledge, client relationship management, digital banking affinity, regulatory compliance, proactive sales, cross-functional collaboration
Preferred skills
Local connection to the Meissen region
Responsibilities
Manage a fixed client portfolio, consult on accounts, investments, retirement, and consumer loans, proactively introduce new products and digital services, develop customized financial plans, collaborate with specialists for complex cases, ensure regulatory documentation