Privatkundenberater/Finanzberater (m/w/d)
Core
Private banking advisor conducting comprehensive financial planning conversations and retail banking consultations for regional customers.
Role type
Private banking advisor
Builds
Financial plans and retail banking services for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial planning, retail banking consultation, relationship management, communication, sales closing
Responsibilities
Conduct holistic VR financial planning conversations, provide retail banking consultations, build and maintain stable customer relationships