Kundenberater (m/w/d)
Core
Provide comprehensive, needs-oriented advice and support to private clients across all life phases, managing client portfolios and driving business results.
Role type
Senior private banking advisor
Builds
Long-term client relationships and business growth for a regional financial institution
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private client advisory, portfolio management, sales, relationship building, structured communication
Preferred skills
Advanced banking qualifications (e.g., Bankfachwirt), flexible working models
Technologies
N/A
Responsibilities
Conduct structured advisory and sales conversations, represent the company at client events, manage assigned client portfolios
Seniority
Mid-level, hands-on IC