Privatkundenberater (m/w/d)
Hybrid
Core
Private banking advisor providing holistic advice on investments, private loans, insurance, and mortgage financing.
Role type
Private banking advisor (IC)
Builds
Financial products and advisory services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Holistic client advisory, Investment advisory, Private lending, Insurance advisory, Mortgage financing, Client acquisition, Reporting
Preferred skills
Banking vocational training, Economics degree, Bank specialist certificate, Prior experience in banking
Technologies
N/A
Responsibilities
Advise private clients on investments, loans, insurance, and mortgages; Acquire new clients via referrals; Report to functional leadership
Seniority
Entry to Mid-level, hands-on IC