Individualkundenberater (m/w/d)
Core
Private banking advisor for high-net-worth individuals in the East Thuringia region, providing holistic financial and wealth management solutions.
Role type
Senior IC private banking advisor
Builds
Trust-based long-term client relationships and new customer acquisition for private banking products
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Holistic financial advisory, wealth management, private pension planning, sales-driven approach, risk management, analytical skills, digital media proficiency
Preferred skills
Sparkassen/Bank specialist qualification (Bankfachwirt/-in), experience with affluent private clients
Technologies
Digital banking platforms
Responsibilities
Advise existing high-net-worth client portfolio, identify customer potential, integrate specialists and partners into the advisory process, acquire new clients
Seniority
Mid-level, experienced IC