Individualkundenberater (m/w/d) - Bank
Hybrid
Core
Provide holistic, solution-oriented financial advice to affluent private clients, managing credit, deposit, securities, and service business within assigned portfolios.
Role type
Senior Individual Banking Advisor (Private Client)
Builds
Long-term client relationships and tailored financial solutions for high-net-worth individuals
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Holistic financial planning, credit/deposit/securities expertise, regulatory compliance (WpHG), client acquisition, relationship management, negotiation, service orientation
Preferred skills
Bankkaufmann/Bankkauffrau qualification, Bankfachwirt/Sparkassenfachwirt certification, experience with affluent clients, Microsoft Office proficiency
Technologies
Microsoft Office