Privatkundenberater Vermögensoptimierung (m/w/d) Beratungscenter am Kurfürstendamm
Core
Private banking advisor providing holistic wealth management and asset optimization services to retail customers.
Role type
Private banking advisor (wealth management)
Builds
Individual investment strategies, savings plans, and regular investments for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
holistic customer advisory, asset allocation, investment strategy development, relationship management, financial needs analysis
Preferred skills
securities trading qualification, experience in wealth advisory, clear and empathic communication
Technologies
video conferencing, telephone, modern communication channels
Responsibilities
Advise customers on wealth building and optimization, strengthen existing customer relationships, acquire new customers through recommendations, develop individual investment strategies, identify financial needs and provide tailored solutions, collaborate with internal specialists and partner banks, build long-term trusting relationships