Privatkundenberater (m/w/d) Filialgeschäft
Core
Private banking advisor providing holistic financial solutions for individual clients including accounts, investments, and financing.
Role type
Private banking advisor (retail branch)
Builds
Long-term client relationships and tailored financial products
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Financial planning, Investment advisory, Risk assessment, Communication, Sales, Team collaboration, Problem-solving
Responsibilities
Manage a portfolio of private clients, Develop individual financial solutions, Conduct independent advisory sessions, Collaborate with specialists in real estate and insurance, Build long-term client relationships