Kundenberater (m/w/d)
Core
Customer advisor for private banking clients, focusing on wealth management and securities trading.
Role type
Private banking customer advisor
Builds
Wealth management solutions and securities portfolios for private clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Private banking advisory, securities trading knowledge, customer relationship management
Preferred skills
Securities advisor certification (WpHG), experience in wealth management
Technologies
Banking advisory platforms
Responsibilities
Advise private clients on wealth management and securities trading, build long-term client relationships, coordinate with internal securities specialists for complex cases