Individualkundenberater*in (m/w/d)
Core
Provide holistic, needs-oriented financial advice and sales support to private customers in a team-based setting, covering credit solutions, asset allocation, and long-term relationship building.
Role type
Senior IC financial advisor (private banking)
Builds
Tailored financial products and investment solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Credit structuring, Asset allocation, Sales of financial products, Customer relationship management, Digital media proficiency
Preferred skills
Bank training (Sparkassen-Fachwirt/Betriebswirt), Securities qualification (Wertpapierkompetenz), Additional professional certifications