Privatkundenberater - Geldanlage / Finanzberatung (m/w/d)
Core
Private banking advisor responsible for managing a fixed customer portfolio and providing long-term financial advice, with a specific focus on investment products.
Role type
Senior Private Banking Advisor (Investment)
Builds
Long-term customer relationships and tailored investment solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, customer relationship management, financial planning, needs analysis, cross-selling insurance and savings products
Preferred skills
Experience in private customer advisory, sovereign communication skills
Technologies
Banking software, financial planning tools
Responsibilities
Manage a fixed customer portfolio, conduct needs-based advisory conversations, identify advisory opportunities, collaborate with specialists on mortgages and insurance, represent the bank at regional events