Privatkundenberater (m/w/d) im Bankwesen
Core
Private banking advisor responsible for managing a fixed portfolio of private clients and providing holistic financial solutions.
Role type
Private banking advisor (IC)
Builds
Long-term, trust-based client relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, mortgage financing, insurance, pension planning, current account management, digital banking, client relationship management
Preferred skills
Bank specialist qualification (Bankfachwirt), further education
Technologies
Online banking platforms
Responsibilities
Manage and advise a fixed portfolio of private clients, Provide individual advice on investments, mortgage financing, insurance, and pension planning, Support clients with current accounts, card products, and online banking, Identify client needs and develop tailored solutions