Kundenberater (m/w/d) Individualkunden
Core
Advise private clients on banking products, wealth management, and private insurance solutions to build long-term relationships and acquire new customers.
Role type
Senior Individual Banking Advisor
Builds
Banking products, wealth management solutions, and insurance packages for private clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial advisory, wealth management, sales, relationship building, risk management, digital media proficiency
Preferred skills
Sparkassen-/Bankfachwirt qualification, experience with affluent private clients
Responsibilities
Provide holistic financial advice to private clients, identify customer potential, integrate specialists into the advisory process, build trust-based long-term relationships, actively acquire new customers
Seniority
Mid-level, experienced advisor