Kundenberater (m/w/d)
Core
Customer advisor for private clients and securities, guiding them from savings accounts into investment portfolios.
Role type
Customer advisor (private banking & securities)
Builds
Investment portfolios and financial advice for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer advisory, securities knowledge, financial market insight
Preferred skills
Securities license (WpHG), savings account management
Technologies
Banking systems, investment platforms
Responsibilities
Act as the primary contact for private clients, advise on shifting from savings to securities, coordinate with internal specialists for complex portfolios
Seniority
Entry to Mid-level