Description
The Private Banking Advisor advises and manages higher-volume private-customer portfolios, with a focus on wealth accumulation and retirement planning. The role also covers personal-banking products, appointment management, customer needs analysis, digital-service promotion, and team support. Candidates must have completed banker training, hold the AnsFuG and IDD certifications, and demonstrate strong sales, communication, and outcome-oriented consulting skills. The position is available full-time and part-time.
