Individualkundenberater (m/w/d) - Bank
Core
Provide holistic, solution-oriented financial advice to high-net-worth private clients, managing their credit, deposit, securities, and service portfolios to build long-term relationships.
Role type
Senior Individual Customer Advisor (Banking)
Builds
Personalized financial solutions and client portfolios for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial advisory, credit and deposit management, securities trading, client portfolio management, regulatory compliance (WpHG), new client acquisition, relationship management, internal specialist coordination
Preferred skills
Bankkaufmann/Bankkauffrau qualification, Bankfachwirt/Sparkassenfachwirt certification, experience with high-net-worth clients, Microsoft Office proficiency
Technologies
Microsoft Office
Responsibilities
Conduct comprehensive financial consultations, manage assigned client portfolios, identify sales opportunities, coordinate with internal specialists for complex queries, ensure regulatory compliance, develop long-term client relationships
Seniority
Mid-Senior, experienced IC