Privatkundenberater - Vermögensanlage / Finanzierung (m/w/d)
Core
Private banking advisor specializing in asset management, financing, and insurance solutions for individual customers.
Role type
Private banking advisor (asset management & financing)
Builds
Financial products and services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
holistic advisory, risk assessment, sales, relationship management, product distribution
Preferred skills
additional qualifications, multi-year sales experience in private banking
Technologies
banking and consortium products
Responsibilities
Advise customers on asset management, insurance, and financing; find financial solutions for medium-to-long-term needs; sell bank and consortium products; maintain existing customer relationships and acquire new ones; provide advice on financing and securities trading based on customer life stage.