Berater Privatkunden (m/w/d)
Hybrid
Core
Provide holistic financial advice and relationship management for private customers, including securities and investment consulting.
Role type
Private banking advisor (IC)
Builds
Tailored financial solutions and long-term customer relationships
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Holistic financial consulting, securities and investment advice, customer relationship management, sales and persuasion, empathetic communication, solution analysis
Preferred skills
Sparkassenfachwirt certification, team collaboration
Technologies
None stated
Responsibilities
Advise private customers on all financial topics including investments, communicate solutions tailored to customer needs, build and strengthen customer relationships