Privatkundenberater/in für unser S-FinanzCenter Moosburg in Voll- oder Teilzeit mind. 70% (m/w/d)
Core
Private banking advisor providing financial and wealth management solutions to individual customers.
Role type
Private banking advisor
Builds
Financial solutions and customer acquisition for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, cross-selling, customer relationship management, sales acquisition
Preferred skills
Prior experience in private customer sales
Technologies
Banking software systems
Responsibilities
Analyze customer needs, develop optimal financial solutions, identify cross-selling opportunities, strengthen existing customer connections, acquire new customers