Privatkundenberater (m/w/d) Beratungscenter in Pankow
Core
Provide holistic financial advice to private customers on asset building and optimization, including investment strategies and portfolio management.
Role type
Private banking advisor
Builds
Individual investment strategies and financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment strategy, relationship management, needs analysis, communication, empathy
Preferred skills
Securities advisor qualification (Beraterpass), experience in customer advisory, interest in investment topics
Technologies
Video conferencing, telephone, modern communication channels
Responsibilities
Advise customers on asset building and optimization, strengthen existing customer relationships, acquire new customers, develop individual investment strategies, identify financial needs and propose tailored solutions, collaborate with internal specialists and partners, build long-term trust-based relationships