Privatkundenberater (m/w/d) - hybrides Arbeiten (Remote & Präsenz)
Core
Managing a private client portfolio, acquiring new clients, and providing tailored financial solutions to high-net-worth individuals.
Role type
Private Banking Advisor (IC)
Builds
Personalized financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, client acquisition, financial needs analysis, relationship management, MS Office proficiency
Preferred skills
Experience with high-net-worth clients, structured and customer-oriented work style
Technologies
MS Office