Privatkundenberater (m/w/d) – Unbefristete Festanstellung in der Finanzbranche
Hybrid
Core
Provide holistic financial advice and develop tailored solutions for private clients, including securities products.
Role type
Private banking advisor
Builds
Personalized financial solutions and long-term client relationships
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial advisory, securities expertise, cross-selling, relationship management, sales orientation
Preferred skills
Additional financial training, experience in private client advisory
Technologies
N/A
Responsibilities
Advise private clients on products from own portfolio and partner companies, identify cross-selling opportunities, build and maintain long-term client relationships
Seniority
Entry to Mid-level