Individualkundenberatung (m/w/d) Festanstellung
Hybrid
Core
Premium customer advisor for high-net-worth individuals, creating tailored financial plans and managing long-term relationships.
Role type
Senior individual customer advisor (private banking)
Builds
Customized financial plans and strategies for premium clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales negotiation, relationship management, market analysis, cross-selling, client communication
Preferred skills
Team collaboration, initiative, sales experience
Technologies
Financial planning tools, market analysis platforms
Responsibilities
Serve as the primary contact for premium private clients, develop customized financial plans aligned with client life goals, maintain long-term client relationships, monitor financial markets and adjust strategies accordingly
Seniority
Mid-level, hands-on IC