Privatkundenbetreuer (m/w/d) bei einem der TOP-Arbeitgeber Deutschlands
Hybrid
Core
Advise a personal client portfolio on holistic, individual solutions for accounts, payments, financing, investments, and risk protection.
Role type
Senior Private Banking Relationship Manager
Builds
Long-term, trust-based client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial advisory expertise, client relationship management, communication, product knowledge (accounts, payments, financing, investments, risk protection)
Preferred skills
Passion for advisory, strong interpersonal skills
Technologies
Banking software, financial planning tools
Responsibilities
Advise clients on account and payment solutions, provide financing advice, offer investment and risk protection consulting, maintain long-term client relationships
Seniority
Senior, hands-on IC