Privatkundenberater bis 300.000 Euro Anlagesumme (m/w/d)
Hybrid
Core
Advising high-net-worth private clients on investments up to €300k, consumer loans, insurance, and mortgage financing.
Role type
Private banking advisor (retail)
Builds
Investment portfolios, loan products, insurance solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment analysis, loan structuring, insurance planning, relationship management, client acquisition via referrals
Preferred skills
Banking training, extensive experience
Technologies
None stated
Responsibilities
Analyze client needs and provide high-quality individualized advice, manage existing client portfolios, acquire new clients through referrals, serve as the primary contact for holistic client consulting
Seniority
Mid-level (2-3 years experience)