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 (IC)
Builds
Investment, pension, and asset management plans for private individuals
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial analysis, investment strategy design, client relationship management, sales acquisition, proactive client engagement, digital tool usage
Preferred skills
Additional financial qualifications, mentoring experience
Technologies
Digital advisory tools