Senior Privatkundenberater (m/w/d)
Core
Advise private clients on combined solutions for real estate, insurance, funds, and securities while driving product adoption and new customer acquisition.
Role type
Senior private banking advisor (sales & advisory)
Builds
Individualized financial product portfolios for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities advisory, real estate solutions, insurance products, funds, new customer acquisition, portfolio management, omni-channel strategy, sales competence
Preferred skills
Experience in securities advisory, strong sales skills, network building
Responsibilities
Advise clients on combined financial solutions, acquire new potential clients, build networks as an acquirer, intensify product usage with existing clients, achieve sales targets
Seniority
Senior, hands-on IC