Individualkundenberatung (m/w/d) Festanstellung
Hybrid
Core
VIP relationship manager for premium private clients, creating tailored financial plans and adapting strategies to market changes.
Role type
Senior individual client advisor (private banking)
Builds
Customized financial plans and long-term client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales negotiation, market analysis, relationship management, cross-selling, client communication
Preferred skills
Teamwork, initiative, sales experience
Technologies
Financial planning tools, market data platforms
Responsibilities
Serve as primary contact for premium clients, develop personalized financial strategies, monitor financial markets, execute cross-selling opportunities
Seniority
Mid-level, hands-on IC