Privatkundenberater (m/w/d)
Core
Provide holistic, needs-based advisory and support to private customers, focusing on strengthening existing relationships and acquiring new clients, particularly in the securities investment area.
Role type
Private banking advisor (retail)
Builds
Customer portfolios and financial products for private individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities investment advisory, holistic customer needs analysis, customer acquisition, relationship management, financial market knowledge
Preferred skills
Communication, persuasion, goal orientation, stress tolerance, teamwork