Individualkundenberater für gehobene Privatkunden (w/m/d) Vollzeit o. Teilzeit möglich
Core
Independent advisory and care for assigned private customers, including sales, risk assessment, and service tasks.
Role type
Senior IC retail banking advisor (wealth management)
Builds
Financial products and services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales techniques, risk assessment, tax law basics, civil law basics, consumer credit law, product knowledge
Preferred skills
none stated
Technologies
none stated
Responsibilities
independent advisory and care of assigned private customers, active customer outreach, execution of service tasks (cash handling, self-service device support), representation tasks, continuous training
Seniority
Mid-level, hands-on IC