Individualkundenberater (m/w/d)
Core
Provide holistic, needs-based advisory services to high-net-worth private clients, managing credit, deposit, securities, and service business.
Role type
Senior Individual Customer Advisor (Private Banking)
Builds
Credit, deposit, securities, and service products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, client acquisition, negotiation, relationship management, complex product knowledge
Preferred skills
Sparkassen/Bank specialist qualification, experience with affluent clients, sales acumen
Technologies
Sparkassen-Finanzkonzept
Responsibilities
Conduct holistic advisory for assigned high-net-worth clients, manage credit and deposit business, acquire new clients, increase business volume and revenue potential, refer specialized cases to internal experts