CareerPlan

Berater Privatkunden (m/w/d)

Wuppertal, NORDRHEIN_WESTFALENFull-time2026-09-17 → 2026-11-12

Core

Provide financial and pension advice and sell banking products to private clients.

Role type

Private banking consultant

Builds

Customer portfolios for a bank

Domain

Banking and insurance

Deliverable

product features

Required skills

Financial advisory, sales, portfolio management, independent work, communication, MS Office

Preferred skills

Private client consulting experience

Technologies

MS Office