Privatkundenberater Individual
Core
Recognize and maximize customer potential through active and continuous management of personal customer portfolios; provide competent advice on financing (housing) and standardized advice on investing and saving.
Role type
Individual Private Banking Advisor
Builds
Personalized financial solutions for individual customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer portfolio management, Housing financing advice, Investment and saving advice, Customer acquisition, Market campaign execution
Preferred skills
Bank training, Experience in financial services, Multi-year private banking experience, Knowledge of financing/investing/saving
Technologies
N/A
Responsibilities
Manage personal customer portfolios, Advise on housing financing, Advise on investing and saving, Acquire new customers, Participate in targeted market campaigns
Seniority
Mid-level, experienced IC