Privatkundenberater (m/w/d)
On-site
Core
Advise and support private clients on individual financial concepts, including pension planning, insurance, service, liquidity, and credit solutions.
Role type
Private banking advisor
Builds
Financial solutions for private clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Pension planning, insurance, credit business, general banking services, client relationship management
Preferred skills
Customer advisor training, prior experience in private client advisory