Privatkundenbetreuer (m/w/d) bei einem der TOP-Arbeitgeber Deutschlands
Hybrid
Core
Private banking advisor providing holistic, individual financial solutions to a personal client portfolio.
Role type
Private banking advisor (IC)
Builds
Long-term, trust-based relationships with private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory expertise, relationship management, communication, product knowledge (accounts, payments, financing, investments, insurance)
Preferred skills
Passion for advisory, team collaboration
Technologies
Banking software, financial planning tools
Responsibilities
Advise clients on accounts, payments, financing, investments, and insurance; build long-term client relationships; deliver tailored financial solutions