CareerPlan

Kundenberater im Bankwesen (m/w/d)

Regensburg, BAYERNFull-time2026-11-09 → 2026-11-11
On-site

Core

Provide holistic, needs-oriented advice and support to a personal client circle, including financial analysis and solution development.

Role type

Client Advisor in Banking

Builds

Individual financial solutions and client relationships

Domain

Banking and securities

Deliverable

client delivery

Required skills

Financial analysis, solution development, client relationship management, process adherence

Preferred skills

Securities law qualification (WpHG), practical banking experience

Responsibilities

Conducting client meetings, planning and implementing sales activities, monitoring guidelines and quality standards

Seniority

Entry-level to Mid-level