Individualkundenbetreuer (m/w/d)
Core
Holistic advisory and sales for a private client portfolio, analyzing financial situations and developing tailored solutions.
Role type
Private banking relationship manager
Builds
Financial products and holistic solutions for private clients
Domain
Banking and financial services
Deliverable
product features
Required skills
holistic financial advisory, sales of banking products, client portfolio management, financial analysis, relationship building
Preferred skills
experience in private client advisory
Technologies
digital sales channels
Responsibilities
Advise assigned private client portfolio, analyze individual financial situations, expand client connections, provide active support via personal and digital channels, coordinate with internal specialists for complex topics