Privatkundenberater (m/w/d)
Hybrid
Core
Private banking advisor building long-term customer relationships and developing tailored financial solutions.
Role type
Private banking advisor
Builds
Customized financial products and investment solutions for private clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
relationship building, sales, financial advisory, investment consulting, customer service
Preferred skills
experience in asset management and securities trading
Responsibilities
Identify customer potential and develop tailored solutions, approach target customer groups via sales channels, build trust-based long-term relationships, advise on investments and wealth management