Individualkundenberater (m/w/d) Geschäftsstelle Grenzach
Core
Providing comprehensive financial advice and developing 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
Financial strategy development, asset management, insurance products, cross-selling, market analysis, relationship building
Preferred skills
Bankfachwirt qualification, experience in private customer advisory
Technologies
N/A
Responsibilities
Advise private customers on account management, asset allocation, financing, and insurance; Develop individual financial strategies based on market and needs analysis; Build and maintain trusting customer relationships; Promote cross-selling opportunities
Seniority
Mid-level, hands-on IC