Privatkundenberater (m/w/d) in Voll- / und Teilzeit
Core
Private banking advisor handling savings, securities, insurance, and mortgage savings for individual customers.
Role type
Private banking advisor (IC)
Builds
Customer relationships and sales in savings, securities, insurance, and mortgage savings
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Private banking advisory, securities trading, insurance sales, mortgage savings, customer relationship management, sales
Preferred skills
Experience in private banking, willingness to learn, openness to new media and processes
Responsibilities
Manage assigned private customers, build and expand customer relationships, collaborate with internal departments and partner banks