Privatkundenbetreuer (m/w/d)
Core
Independent advisory and care for private clients on all financial matters, developing individual financial solutions and holistic concepts for personal financial management.
Role type
Private banking relationship manager (sales & advisory)
Builds
Long-term client relationships and individual financial solutions
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial advisory, sales acquisition, portfolio management, relationship building, internal/external partner collaboration
Preferred skills
Banking qualification, business administration studies, experience in active/passive business
Technologies
N/A
Responsibilities
Consult private clients on all financial matters, develop individual financial solutions, acquire new customers, manage assigned client portfolios
Seniority
Mid-level, hands-on IC