Privatkundenberater/in (m/w/d) in Gotha oder im Raum Eisenach
Core
Private banking advisor providing holistic, sustainable financial advice and investment strategies to individual customers across all life phases.
Role type
Private banking advisor (retail)
Builds
Investment portfolios, loan solutions, and comprehensive financial plans for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial product sales, investment strategy development, credit business knowledge, customer relationship management, portfolio management
Preferred skills
Knowledge of capital markets, experience in wealth management
Technologies
Investment platforms, banking core systems
Responsibilities
Manage and grow assigned customer portfolio through active advisory, develop investment strategies including securities, acquire new customers, provide lifecycle financial guidance
Seniority
Mid-level, individual contributor