CareerPlan

Betreuer Privatkunden (m/w/d)

Mönchengladbach, NORDRHEIN_WESTFALENRemoteFull-time2026-09-17 → 2026-11-12
Hybrid

Core

Service-oriented private banking advisor building long-term client relationships and selling banking products.

Role type

Private banking advisor

Builds

Banking products for private clients

Domain

Financial Services / Private Banking

Deliverable

client delivery

Required skills

Private banking experience, sales affinity, structured consulting process execution

Preferred skills

Banking qualification

Technologies

N/A

Responsibilities

Individual private client consulting, sales and support of banking products, proactive client acquisition and portfolio development, implementation of structured consulting processes

Seniority

Individual Contributor