Individualkundenberater (m/w/d) Geschäftsstelle Grenzach
Core
Provide comprehensive financial advice and develop individual financial strategies for private customers.
Role type
Senior Individual Customer Advisor (Private Banking)
Builds
Tailored financial solutions and long-term customer relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Comprehensive financial planning, asset management, securities trading, financing solutions, insurance products, relationship building, cross-selling, market analysis, needs analysis
Preferred skills
Bankfachwirt qualification, experience in private customer advisory, analytical thinking