Kundenberater (m/w/d) für vermögende Privatkunden für die GS "Röthelheimpark" (52)
Core
Provide comprehensive financial advice and wealth management strategies to affluent private clients, focusing on capital markets and long-term asset development.
Role type
Senior private banking advisor (affluent clients)
Builds
Holistic financial solutions and long-term wealth strategies for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Capital market expertise, wealth strategy development, sales and business development, client relationship management, digital communication tools
Preferred skills
Sparkassenfachwirt qualification, willingness to pursue Betriebswirt certification
Technologies
Digital and modern communication channels
Responsibilities
Conduct individual financial consultations for affluent clients, develop holistic wealth strategies, identify sales opportunities, acquire new clients, utilize digital communication tools for advisory services