Privatkundenberater (m/w/d) in der Finanzbranche - hybrides Arbeiten (Remote & Präsenz)
Core
Private banking advisor responsible for consulting, acquiring, and managing a personal portfolio of private clients.
Role type
Private banking advisor (IC)
Builds
Financial products and services for private clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Private client acquisition, portfolio management, financial product sales, multi-channel communication (phone/video/email), relationship building
Preferred skills
Securities advisory experience, MS Office proficiency
Technologies
MS Office