Privatkundenberater 1 (m/w/d) – Hauptstelle
Core
Private banking advisor providing comprehensive advice and account management for assigned private customers in deposit, loan, and service business.
Role type
Private banking advisor (IC)
Builds
Customer relationships and sales for a regional savings bank
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private customer advisory, new customer acquisition, relationship management, sales and negotiation, knowledge of mortgage savings, insurance, and securities
Preferred skills
Sparkassenfachwirt certification, experience in private customer advisory
Technologies
Banking products and services (mortgage savings, insurance, securities)
Responsibilities
Active and comprehensive advice and care of assigned private customers, active new customer acquisition, intensification of existing customer relationships, representing the savings bank locally
Seniority
Entry-level to Mid-level, full-time