Kundenberater (m/w/d) für Privatkunden
Core
Provide holistic, needs-based advisory services to a assigned portfolio of private clients, focusing on asset management and wealth strategies.
Role type
Private banking advisor (IC)
Builds
Long-term client relationships and tailored investment strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Private client advisory, asset management, market observation, relationship management, complex financial strategy development
Preferred skills
Securities trading experience, additional investment advisory qualification, networking
Responsibilities
Conduct holistic and needs-based advisory for assigned private clients, manage active referral programs, build and maintain long-term client relationships, develop tailored strategies for complex asset situations, provide ad-hoc support to internal market teams