Privatkundenberater (m/w/d)
Core
Providing holistic, needs-oriented advisory services to assigned private banking customers.
Role type
Private banking advisor (IC)
Builds
Bank and consortium products for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private banking advisory, sales of investment products, sales of acquisition loans, customer relationship management, cross-selling, needs analysis
Preferred skills
Prior experience in investment advisory, prior experience in acquisition loan business