Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic, needs-oriented consulting and tailored solutions for private customers.
Role type
Private banking advisor
Builds
Trust-based banking relationships and customized financial solutions for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Private banking product knowledge, customer relationship management, regulatory compliance, holistic consulting
Preferred skills
Prior experience in customer consulting
Technologies
Banking software systems
Responsibilities
Advise private customers holistically and needs-oriented, strengthen existing customer relationships and acquire new customers, collaborate with partner institutions, ensure compliance with legal regulations and internal guidelines