Kundenberater (m/w/d) Privatkunden
On-site
Core
Provide comprehensive financial advice and wealth management strategies to a fixed portfolio of private clients.
Role type
Private Banking Advisor
Builds
Investment, pension, and wealth management concepts for private individuals
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial analysis, investment strategy development, client relationship management, proactive sales, digital tool proficiency
Preferred skills
Additional financial qualifications, mentoring experience
Technologies
Digital advisory tools
Responsibilities
Analyze client financial situations, create tailored investment and pension plans, build long-term client relationships, acquire new clients, collaborate within the team
Seniority
Entry to Mid-level, individual contributor
