Privatkundenberater (w/m/d) Bad Camberg, Montabaur, Selters, Limburg, Westerburg
Core
Providing holistic financial advice and consulting to private customers across various life stages and product needs.
Role type
Private banking advisor (retail)
Builds
Online accounts, premium accounts, building savings contracts, precious metal deposits
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial planning, sales of financial services, customer relationship building, verbal and written communication
Preferred skills
Further education to specialist manager or business manager
Technologies
Service chat, remote tools
Responsibilities
Assessing customers' financial wishes and plans, offering diverse financial products, collaborating with private banking and corporate customer teams
Seniority
Entry to mid-level