Individualkundenberater/-in (m/w/d)
Core
Provide personalized financial advice and tailored solutions for private customers, developing investment concepts aligned with their life goals.
Role type
Private banking advisor (individual customer)
Builds
Customized financial and investment plans for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial sales experience, market analysis, customer acquisition, portfolio management, public relations
Preferred skills
Sparkassen/Bankfachwirt qualification, self-management, reliability