Grundlagenberater Privatkunden (m/w/d)
Core
First point of contact for private customers on key financial topics including liquidity, protection, provision, wealth, and building/housing.
Role type
Private banking advisor (IC)
Builds
Personalized financial solutions and referrals to specialized experts
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, needs analysis, solution design, customer relationship management, digital communication, structured documentation
Preferred skills
Sales drive, digital openness, team collaboration
Responsibilities
Guide customers through financial planning topics, identify needs and match solutions, refer complex cases to specialists, prepare and document client conversations
Seniority
Entry to Mid-level, hands-on IC