Individualkundenberater (m/w/d)
Core
Advise private customers holistically on financial goals and products, acquiring new clients and meeting sales targets.
Role type
Individual customer advisor (private banking)
Builds
Financial products and services for private individuals
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Holistic customer advisory, sales acquisition, appointment scheduling, product knowledge (savings, insurance, securities)
Preferred skills
Communication, teamwork, service orientation
Technologies
Sparkassen-Finanzkonzept
Responsibilities
Advise private customers based on goal agreements, achieve sales targets, acquire new customers, schedule consultations
Seniority
Mid-level, experienced