Privatkundenberater - Geldanlage / Finanzberatung (m/w/d)
Core
Private banking advisor responsible for long-term financial planning and asset management for individual clients in the Augsburg region.
Role type
Senior IC private banking advisor (retail)
Builds
Personalized financial solutions and investment strategies for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
asset management, financial planning, client relationship management, needs analysis, regulatory compliance, cross-selling insurance and mortgage products
Preferred skills
experience in wealth management, strong communication skills, regional network development
Technologies
banking software, CRM systems, investment platforms
Responsibilities
manage a fixed portfolio of private clients, conduct needs-based advisory conversations, identify and present suitable financial solutions, collaborate with specialists in mortgages and insurance, represent the bank at regional events
Seniority
Mid-level, hands-on IC