Berater für gehobene Privatkunden (m/w/d)
Core
Personal, telephone, and digital advisory and care for assigned private clients, including financial analysis and tailored advice.
Role type
Senior Private Banking Advisor
Builds
Financial solutions and advisory services for private clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Financial product knowledge, sales and advisory techniques, digital tool proficiency, risk assessment, client relationship management
Preferred skills
Advanced financial qualifications (Bankfachwirt/Bankbetriebswirt), innovation in financial solutions
Responsibilities
Conducting personalized financial analysis, developing and executing client acquisition activities, collaborating with specialists, contributing to sales strategy
Seniority
Mid-Senior, individual contributor