Individualkundenberater (m/w/d) Geschäftsstelle Grenzach
Core
Provide comprehensive financial advice and develop individual financial strategies for private customers.
Role type
Individual customer advisor (private banking)
Builds
Tailored financial solutions and banking products for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, wealth management, securities trading, loan structuring, insurance sales, relationship management, market analysis, cross-selling, portfolio management
Preferred skills
Bankfachwirt qualification, experience in private customer advisory
Responsibilities
Advise on account management, wealth investment, financing, and insurance; Develop individual financial strategies; Build and maintain long-term customer relationships; Promote cross-selling of banking products