CareerPlan

Privatkundenbetreuer (m/w/d) bei einem der TOP-Arbeitgeber Deutschlands

Lippstadt, NORDRHEIN_WESTFALENFull-time2026-06-26 → 2026-10-20
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, sales, product knowledge (accounts, payments, financing, investments, insurance)

Preferred skills

Passion for advisory, customer-centric mindset

Responsibilities

Advise personal client portfolio on holistic and individual solutions, convince and inspire clients with personalized solutions, build long-term trust-based relationships, provide advice on accounts, payments, financing, investments, and insurance

Seniority

Individual Contributor