Privatkundenberater (m/w/d)
Core
Long-term holistic advisory for private clients on investment, financing, provision, and insurance.
Role type
Private banking advisor (IC)
Builds
Financial solutions and client relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client advisory, sales mindset, relationship building, solution design
Preferred skills
Bank training completion or in progress
Responsibilities
Advise clients on investment, financing, provision, and insurance; build and maintain long-term client relationships; develop tailored financial solutions.