Privatkundenberater*innen für Nachwuchskunden
Core
Private banking advisor for young customers (18-30 years), providing holistic financial planning, insurance, and investment advice while representing the bank at youth events.
Role type
Senior IC private banking advisor (youth segment)
Builds
Individual financial plans, insurance policies, and investment products for young adults
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product sales, holistic financial planning, insurance advisory, investment advisory, risk disclosure, new customer acquisition, youth engagement
Preferred skills
Sparkassenfachwirt certification
Technologies
None stated
Responsibilities
Advise young customers on budgets, savings, insurance, and investments; represent the bank at youth events; conduct sales of banking products; support youth market sales actions; perform risk disclosure and documentation for transactions; acquire new customers.