Privatkundenbetreuer (m/w/d) gehobenes Kundensegment
Core
Private banking advisor for high-net-worth clients, providing holistic and independent financial consulting.
Role type
Private banking advisor (high-net-worth segment)
Builds
Personalized financial solutions and client relationship management for private clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial consulting, client acquisition, relationship management, digital communication, sales
Preferred skills
Team collaboration, goal-oriented work, responsibility
Technologies
Digital communication tools
Responsibilities
Manage a portfolio of high-net-worth clients, develop consulting approaches based on client needs, acquire new clients, expand existing client relationships, coordinate with internal specialists and partner banks