Privatkundenberater (m/w/d) z.B. Standort: Hammelburg
Core
Private banking advisor responsible for independent consultation, customer care, and sales of financial products to assigned private clients.
Role type
Private banking advisor (IC)
Builds
Financial products and advisory services for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial product knowledge, sales techniques, risk assessment, customer acquisition, relationship management
Preferred skills
Affinity with wealth management (WP) business, proactive initiative
Responsibilities
Independent consultation and care of assigned private clients, active customer outreach, support of central sales measures, assumption of result and risk responsibility
Seniority
Entry to Mid-level, full-time or part-time