Individualkundenberater (m/w/d)
Core
Advise and support private customers through all life phases, analyze financial situations, and provide tailored wealth and financial planning solutions.
Role type
Individual customer advisor (private banking)
Builds
Personalized financial planning and wealth management solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private customer advisory, sales, financial analysis, wealth planning, relationship management, network utilization
Preferred skills
Banking training, multi-year experience, solution-oriented thinking
Responsibilities
Analyze financial situations of new and existing customers, develop tailored wealth and financial planning solutions, utilize internal and external networks to reach customers via preferred channels, execute sales activities within legal and internal regulations