Privatkundenberater (m/w/d) für Meißen
Core
Private banking advisor for retail customers, providing comprehensive financial and insurance product advice, managing customer relationships, and driving acquisition in the Meißen region.
Role type
Retail banking advisor (Private Kundenberater)
Builds
Financial and insurance products for retail customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Customer relationship management, financial analysis, credit risk assessment, sales and acquisition, regulatory compliance (WpHG), product knowledge (mortgage, wealth management, insurance)
Preferred skills
Experience in customer advisory, knowledge of tax and legal matters, market orientation
Technologies
Banking software, CRM tools
Responsibilities
Conducting and documenting customer advisory sessions, planning and executing customer acquisition campaigns, analyzing customer profitability, providing credit and wealth management advice, initiating and leading goal-oriented customer conversations
Seniority
Entry to Mid-level, individual contributor