Privatkundenberater - Wertpapiere / Finanzierung (m/w/d)
Core
Private banking advisor responsible for holistic financial counseling, sales of bank products, and building long-term client relationships.
Role type
Private banking advisor (securities & financing)
Builds
Personalized financial solutions and bank products for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private banking knowledge, securities knowledge, financing knowledge, sales skills, relationship building
Preferred skills
Prior experience in private customer care
Technologies
N/A
Responsibilities
Advise assigned private customers on all financial matters, sell bank products and partner services, maintain existing customer contacts, contribute to sales strategy development