Privatkundenberater - Beratung / Vertrieb / Bankwesen (m/w/d)
Core
Private banking advisor providing tailored financial solutions for individual clients, covering investments, retirement planning, and financing.
Role type
Private banking advisor (sales & advisory)
Builds
Customized financial packages and client portfolios
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial advisory, sales, relationship management, cross-selling, up-selling, independent work
Preferred skills
Complex product knowledge (securities, construction financing), strategic portfolio development