Privatkundenberater (m/w/d) Filialgeschäft
Core
Private banking advisor providing holistic financial solutions for a stable customer base in a branch setting.
Role type
Private banking advisor (IC)
Builds
Long-term client relationships and tailored financial products
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Customer relationship management, Financial planning, Consultative selling, Cross-functional collaboration, Long-term relationship building, Structured work approach
Responsibilities
Manage a stable portfolio of private clients, Develop individual solutions for accounts, investments, and financing, Conduct independent advisory conversations, Collaborate with specialists in construction finance and insurance, Foster long-term client relationships