Privatkundenberater (m/w/d) – Digitales Beratungscenter mit dem Fokus auf Nachwuchskunden
Core
Private banking advisor in a digital advisory center focusing on youth customers, providing comprehensive advice and active customer acquisition.
Role type
Private banking advisor (youth focus)
Builds
Private banking products and services for youth customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private customer advisory, new customer acquisition, sales and negotiation, knowledge of savings products, insurance, securities, active business
Preferred skills
Sparkassenfachwirt qualification, experience in youth customer advisory
Technologies
Digital advisory tools
Responsibilities
Active and comprehensive advice and care of assigned private customers in active, passive, and service business; Active new customer acquisition and intensification of existing customer relationships; Representation of the savings bank locally; Impulse for new technical possibilities