Berater (m/w/d) für gehobene Privatkunden
Hybrid
Core
Advise high-net-worth private clients holistically across all life phases, including securities and investment advice, and consumer financing.
Role type
Senior Private Banking Advisor
Builds
Client relationships and portfolio growth for a regional Sparkasse
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advice, consumer financing, structured consulting processes, cross-selling, client acquisition, negotiation, relationship management
Preferred skills
Team collaboration, positive presence, confident demeanor
Technologies
N/A
Responsibilities
Conduct qualified client consultations based on structured advisory processes, identify cross-selling opportunities, build existing client connections, refer wealthy clients to Private Banking
Seniority
Mid-level, hands-on IC