Kundenberatung im Firmenkundengeschäft
Core
You will support entrepreneurs and businesses from startup to succession planning, handling financing and investment optimization.
Role type
Corporate banking advisor
Builds
Financial products and investment solutions for SMEs and entrepreneurs
Domain
Banking / Corporate Finance
Deliverable
client delivery
Required skills
Business advisory, financing decision-making, portfolio management, new customer acquisition, cross-functional collaboration
Preferred skills
Experience in corporate banking, knowledge of succession planning
Responsibilities
Act as the first point of contact for entrepreneurs and businesses, prepare and decide on financing applications, involve investment specialists for asset optimization, develop customer portfolios, acquire new clients