Privatkundenberater\*in in Kelberg (m/w/d)
Core
Private banking advisor serving new and existing customers with financial advice and sales.
Role type
Private banking advisor
Builds
Financial products and services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, sales, customer relationship management, appointment planning, goal achievement
Preferred skills
Experience in private banking, enthusiasm for sales
Technologies
Banking software, digital communication tools
Responsibilities
Advise customers on financial matters, execute marketing and sales promotions, conduct customer interviews, plan appointments, achieve individual targets