Generalistischer Privatkundenberater (m/w/d)
Hybrid
Core
Holistic private banking advisor providing tailored financial solutions for individual clients.
Role type
Private banking advisor
Builds
Individual investment concepts and financial solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Holistic client advisory, Investment planning, Credit analysis, Relationship management, Sales, Financial product knowledge
Preferred skills
Bankfachwirt qualification, Digital banking experience
Technologies
Digital banking platforms
Responsibilities
Advise clients on investments, securities, and loans; Develop individual investment concepts; Expand and acquire new client relationships; Participate in projects to develop innovative solutions.