Privatkundenberater (m/w/d) in der Finanzbranche - hybrides Arbeiten (Remote & Präsenz)
Core
Private banking advisor responsible for consulting, retaining, and acquiring a personal portfolio of clients.
Role type
Private banking advisor (IC)
Builds
Financial products and services for private clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
client acquisition, portfolio management, financial product sales, multi-channel communication, relationship building
Preferred skills
German (fluent), English (good), MS Office
Responsibilities
Consult and support a personal client base, independently manage and expand the client portfolio, acquire new clients, communicate via phone, video chat, and email, apply sales techniques for customer outreach