Privatkundenberater (m/w/d) im Bankwesen
Core
Private banking advisor providing comprehensive financial advice and account management for a fixed client base.
Role type
Private banking advisor
Builds
Personalized financial solutions including investments, mortgage financing, insurance, and retirement planning for private clients.
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial advisory, investment planning, mortgage financing, insurance sales, retirement planning, account management, online banking support, relationship building, proactive needs analysis
Preferred skills
Bank specialist qualification (Bankfachwirt), further education
Technologies
Online banking platforms, banking software
Responsibilities
Manage and advise a fixed portfolio of private clients, Provide individual advice on investments, mortgages, insurance, and retirement planning, Support clients with current accounts, card products, and online banking, Identify customer needs and develop tailored solutions, Maintain long-term, trust-based client relationships