Privatkundenberater - Beratung / Vermögensanlage / Akquisition (m/w/d)
Core
Private banking advisor providing holistic financial advice, asset management, and acquisition services to individual customers.
Role type
Private banking advisor (asset management & acquisition)
Builds
Tailored financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, asset management, sales & acquisition, digital tools proficiency, relationship management
Preferred skills
Securities knowledge, online brokerage familiarity
Responsibilities
Develop tailored financial solutions in asset management and securities, build and expand personal client network, integrate partner services (e.g., R+V), onboard customers to digital solutions, manage customer data and documentation
Seniority
Mid-level, experienced IC