Finanzmanager Privatkunden (m/w/d)
Core
Holistic financial advisor for private customers, handling sales, customer acquisition, and administrative processing.
Role type
Private banking financial manager (IC)
Builds
Financial solutions and products for private members/customers
Domain
Banking / Private Finance
Deliverable
product features
Required skills
Holistic customer advisory, sales and acquisition, administrative processing, proactive customer engagement, solution development
Preferred skills
Vocational training in banking, service orientation, initiative, flexibility
Technologies
Banking software (implied)
Responsibilities
Advise assigned customers holistically and efficiently, process related administrative tasks, identify customer needs and develop solutions, participate in measures to increase customer satisfaction, schedule appointments, acquire new members and customers, proactively approach members and customers with suitable solutions
Seniority
Mid-level, hands-on IC