Individualkundenberater:in mit Stv. Leitung (m/w/d)
Core
Individual customer advisor and deputy manager for private banking at a savings bank, serving high-net-worth individuals in the Diepholz region.
Role type
Senior IC individual customer advisor (deputy manager)
Builds
Personalized financial advice and product solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private banking advisory, team leadership, customer acquisition, digital tools proficiency, negotiation
Preferred skills
Bankfachwirt/Bankbetriebswirt qualification, experience with high-net-worth clients
Technologies
Digital banking platforms
Responsibilities
Represent the branch manager, advise private clients on financial goals, acquire new customers, collaborate with the advisory team
Seniority
Senior, hands-on IC with leadership responsibilities