Kundenberater (m/w/d)
Core
Provide comprehensive, needs-oriented advisory and sales support to private clients across all life phases for a regional financial institution.
Role type
Senior IC private banking advisor
Builds
Long-term client relationships and business results for a regional financial institution
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private client advisory, sales, portfolio management, structured communication, client relationship building
Preferred skills
Advanced banking qualification (e.g., Bankfachwirt), mobile working capability
Technologies
None stated
Responsibilities
Conduct structured advisory and sales conversations, manage assigned client portfolio, represent the company at client events, acquire new clients
Seniority
Mid-level, hands-on IC