Privatkundenberater / Bankkaufmann (m/w/d)
Core
Private banking advisor providing holistic financial solutions for individual customers.
Role type
Private banking advisor (IC)
Builds
Personalized financial solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, customer relationship management, solution design, process improvement, appointment management
Responsibilities
Manage own customer portfolio, provide holistic advice on investments and retirement planning, conduct personal or digital consultations, collaborate with colleagues to develop tailored solutions