Berater / Private Banking (m/w/d) hybrid
Core
Private banking advisor serving family members of academic healthcare professionals with individual financial solutions via phone, video, and digital channels.
Role type
Private Banking Advisor
Builds
Individual financial solutions for healthcare professionals
Domain
Private Banking / Healthcare
Deliverable
client delivery
Required skills
Financial planning, wealth management, pension planning, financing, liquidity management, digital communication, sales, customer acquisition, initiative, customer orientation
Preferred skills
Knowledge of the healthcare sector, affinity for digital media
Technologies
Digital communication tools, video conferencing
Responsibilities
Advise clients on wealth, pension, financing, and liquidity; develop tailored financial solutions; build long-term client relationships; contribute to the strategic development of the digital advisory center.