Privatkundenberater (m/w/d)
Core
Independent advisory and management of private client portfolios with a focus on individual financial solutions and strategies.
Role type
Private banking advisor (retail)
Builds
Personalized financial management strategies and long-term client relationships
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private client advisory, financial strategy development, new customer acquisition, portfolio management, sales focus
Preferred skills
Additional banking or business administration training, experience in active and passive business
Technologies
N/A
Responsibilities
Advise private clients on individual financial solutions, Develop strategies for personal financial management, Acquire new customers and refer to internal partners, Build long-term relationships with clients and partners, Manage and dispose of own client portfolio
Seniority
Entry to Mid-level, individual contributor
