Privatkundenberater*in (m/w/d)
Core
Personal and digital financial advisor for private customers, offering tailored solutions for consumer loans, investments, and wealth optimization.
Role type
Private banking advisor (IC)
Builds
Consumer loan products, investment portfolios, and wealth management solutions for private clients.
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
holistic customer advisory, sales of financial products, consumer credit expertise, basic investment knowledge, digital media affinity, relationship building, service orientation
Preferred skills
additional banking qualifications, future-oriented thinking, team collaboration, initiative
Technologies
digital banking platforms, CRM tools
Responsibilities
Conduct holistic and needs-oriented advisory for assigned customer base, expand existing customer relationships with tailored financial products, support customers in realizing short-term financial wishes via consumer credits, advise on monthly investments in various asset classes, identify advisory needs and sales opportunities, handle customer service requests