Privatkundenberater - Beratung / Vermögensanlage / Akquisition (m/w/d)
Core
Private banking advisor providing holistic financial advice, wealth management, and securities solutions to individual clients.
Role type
Private banking advisor (wealth management & acquisition)
Builds
Tailored financial solutions and investment products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, wealth management, securities trading, client acquisition, relationship management, digital tools proficiency
Preferred skills
German language (C1), digital affinity
Technologies
Online brokerage platforms, digital advisory tools
Responsibilities
Develop customized financial solutions for wealth management and securities, build and expand personal client network, onboard partner products (e.g., R+V), intensify client relationships and acquire new customers, maintain client data and documentation
Seniority
Mid-level, experienced IC