Privatkundenberater (m/w/d)
Core
Private banking advisor responsible for holistic customer advisory, wealth strategy development, and product sales.
Role type
Private banking advisor
Builds
Tailored wealth strategies and financial products for private clients
Domain
Banking and private finance
Deliverable
client delivery
Required skills
Customer advisory, wealth strategy development, securities advisory, credit assessment, new customer acquisition
Preferred skills
Communication, independent work, service orientation, sales orientation
Technologies
None stated
Responsibilities
Advise customers holistically and manage client portfolios, Develop customized long-term wealth strategies, Advise on securities and products from partner banks, Assess creditworthiness and advise on private financing, Identify customer potential and update sales approaches, Acquire new customers through active referral management