Privatkundenberater (m/w/d)
Hybrid
Core
Private banking advisor providing personalized financial solutions and building long-term client relationships.
Role type
Private banking advisor (IC)
Builds
Individualized financial plans and products for private clients
Domain
Banking and Financial Services
Deliverable
product features
Required skills
Financial planning, relationship management, cross-selling, product knowledge, client communication
Preferred skills
Securities experience, further qualifications
Technologies
Banking software, financial planning tools
Responsibilities
Manage a portfolio of private clients, develop tailored financial solutions, advise on own and partner products, identify additional needs, build and develop long-term client relationships