Kundenberater im gehobenen Banksegment (m/w/d)
Core
Provide comprehensive, needs-oriented financial advice and management for a personal portfolio of private clients, including financial analysis and solution development.
Role type
Senior private banking advisor
Builds
Individualized financial solutions and client relationship management
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, sales strategy execution, client relationship management, process compliance, solution development
Preferred skills
Securities law qualification (WpHG), advanced banking certification (Bankfachwirt/Bankbetriebswirt), business administration degree
Technologies
Financial planning tools, CRM systems
Responsibilities
Conduct financial situation analysis, plan and execute sales activities, ensure adherence to quality standards and processes, build long-term client relationships