Mehrere generalistische Privatkundenberater (m/w/d)
Hybrid
Core
Generalist private banking advisor providing holistic financial solutions for retail clients.
Role type
Private banking advisor
Builds
Individual investment concepts and financial solutions
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Holistic customer advisory, Investment planning, Credit solutions, Relationship management, Analytical thinking, Communication
Preferred skills
Bankfachwirt qualification, Digital sales experience, Project involvement
Responsibilities
Advise clients on investments, securities, and loans; Develop individual investment concepts; Expand and acquire new client relationships; Participate in projects to develop innovative solutions.