IndividualkundenberaterInnen (m/w/d) Münster und Kreis Warendorf | Voll- oder Teilzeit | Unbefristet
On-site
Core
Providing wealth management and financial advisory services to high-income private clients, focusing on asset building and investment solutions.
Role type
Private banking relationship manager
Builds
Tailored financial products and investment strategies for individual clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, cross-selling, needs analysis, relationship management, proactive sales
Preferred skills
Team orientation, innovation, sustainability focus
Technologies
Banking software, investment platforms
Responsibilities
Conducting needs analysis for high-income clients, developing tailored financial solutions, active cross-selling and new customer acquisition, contributing to innovative and sustainable banking solutions