Berater (m/w/d) für Private Banking
Core
Advise and accompany Private Banking customers with high expertise, analyzing their financial situation to develop individual solutions and identify sales potentials.
Role type
Private Banking Advisor (Sales & Advisory)
Builds
Individual financial solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Asset management expertise, sales skills, communication, relationship building, financial analysis
Preferred skills
None stated
Technologies
None stated
Responsibilities
Analyze customer financial situations, develop individual financial solutions, acquire new Private Banking customers, build long-term trusting relationships
Seniority
Mid-level, experienced