Bankkaufmann/-frau als Privatkundenberater (m/w/d)
Hybrid
Core
Building long-term, trust-based customer relationships and providing holistic wealth and securities advice.
Role type
Private banking advisor (wealth management)
Builds
Sustainable customer relationships and acquisition of new clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management expertise, Securities law qualification (WpHG), Customer relationship management, Video consultation, Empathy
Preferred skills
Experience in direct customer contact, Openness to video consultation
Responsibilities
Building and developing long-term customer relationships, Holistic customer advice and care, Wealth building or optimization, Flexible consultation (on-site, video, or phone), Acquiring new customers