Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic, needs-based financial advice, investment, financing, and risk management strategies to private customers.
Role type
Private banking advisor
Builds
Tailored financial strategies and customer acquisition for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial planning, customer relationship management, sales, negotiation, risk assessment
Preferred skills
Prior experience in private banking, strong customer orientation
Technologies
Financial planning tools, CRM systems
Responsibilities
Advise private customers on investment, financing, and insurance strategies; maintain existing customer relationships; acquire new clients; identify customer potential and cross-sell opportunities