BetreuerIn Freie Berufe (w/m/d)
Core
Holistic customer care and financial advisory for self-employed professionals (doctors, dentists, pharmacists), including private and commercial financing, wealth management, and risk protection.
Role type
Senior relationship manager for self-employed professionals (Freiberufler)
Builds
Financial products and advisory services for the firm customer segment
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Commercial credit business experience, credit analysis, private mortgage financing, qualified securities business, business acumen, negotiation skills, client acquisition
Preferred skills
Sparkassenfachwirt or Bankfachwirt qualification, entrepreneurial mindset
Technologies
None stated
Responsibilities
Holistic customer care for healthcare providers, private and commercial financing including startup financing, wealth formation and investment, risk protection, strengthening existing customer relationships, active new customer acquisition
Seniority
Senior, experienced IC