Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic financial advice, insurance, and retirement planning to assigned retail customers.
Role type
Private banking advisor (retail)
Builds
Financial products and insurance solutions for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Holistic financial advice, insurance consultation, retirement planning, customer relationship management, acquisition management
Preferred skills
Communication, presentation, engagement, reliability, responsibility
Technologies
State funding programs
Responsibilities
Active holistic and expert advice for private customers, serve as central contact for assigned customers, provide insurance and retirement planning advice, manage results, acquisition, and risk, actively manage relationships and acquisition
Seniority
Entry-level to Mid-level, individual contributor