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