Description
The Private Customer Advisor advises customers with pronounced seniority and specialist expertise on digital, omni-channel private banking and securities business, including needs-based advice, sales of advisory-intensive securities products, risk assessment, referrals, and support for colleagues. The role requires a commercial banking qualification or comparable degree, several years of advisory experience, securities authorization under AnsFuG, IDD certification, and strong digital advisory and sales skills. It is offered in Germany in full-time and part-time arrangements.
