Strategieberater (m/w/d)
Core
Provide holistic, needs-oriented advisory services to a private and corporate client base, including new customer acquisition and market-oriented processing.
Role type
Senior IC relationship banker
Builds
Financial products and advisory services for private and corporate clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Customer advisory, new business acquisition, credit business knowledge, tax and legal knowledge, negotiation, initiative
Preferred skills
Risk and return analysis, market proximity
Technologies
Banking software, CRM tools
Responsibilities
Coordinate appointments for the private client portfolio, conduct advisory conversations according to WpHG requirements and document them, execute marketing and outreach actions for financial needs.
Seniority
Mid-level, hands-on IC