Individualkundenberater (m/w/d)
Core
Provide holistic and individual advisory and care for an assigned portfolio of demanding private customers.
Role type
Individual customer advisor (private banking)
Builds
Investment products, securities, financing solutions, and other banking services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private/individual customer advisory, sales and acquisition, negotiation, relationship management
Preferred skills
Specialist knowledge in investments and securities, ability to coordinate with internal specialists