Kundenberater für individuelle Kunden in Spezialthemen (m/w/d) – befristet bis 31.05.2027
Core
Provide holistic advisory and contact management for individual customers on complex special topics including estate planning, tax matters, and professional trusteeship.
Role type
Senior individual customer advisor (special topics)
Builds
Financial products and services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Estate planning, tax advisory, securities sales, regulatory compliance, contract management, professional trusteeship
Preferred skills
Pension planning, current account and loan business, cross-selling
Technologies
Banking advisory instruments
Responsibilities
Conduct holistic customer advisory and contact management, identify cross-selling opportunities, handle complex special cases and regulatory topics, sell securities considering tax and legal aspects, act as a knowledge interface for middle office, perform administrative tasks and create contracts
Seniority
Mid-level, hands-on IC