Privatkundenberater (m/w/d)
Hybrid
Core
Private banking advisor providing holistic financial solutions to a fixed client base with up to €500,000 in assets.
Role type
Private banking advisor (IC)
Builds
Personalized financial plans and solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, client relationship management, solution design, structured problem solving, long-term client engagement
Preferred skills
Initial advisory experience, adaptability, team collaboration
Technologies
Digital advisory tools
Responsibilities
Manage a fixed portfolio of private clients, provide holistic financial solutions, coordinate with specialists for complex needs, maintain regular contact via office or digital channels