Kundenberater (m/w/d) für Privatkunden
On-site
Core
Provide holistic, needs-based advisory services to a assigned portfolio of private clients, focusing on wealth management strategies and long-term relationship building.
Role type
Private banking advisor (wealth management)
Builds
Tailored investment strategies and financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Private client advisory, wealth management strategy, securities trading knowledge, relationship management, market observation
Preferred skills
Investment advisory certification, active sales experience, networking
Responsibilities
Advise assigned private clients on complex financial situations, manage client growth through active recommendation management, support internal marketing teams with subject matter expertise
Seniority
Mid-level, experienced IC