Privatkundenberater (m/w/d)
Core
Advise and sell tailored financial products to private and individual clients in the region to optimize their assets.
Role type
Private banking advisor (retail)
Builds
Customized financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial consulting, sales of tailored products, client acquisition, investment advisory (WpHGMaAnzV), customer-oriented approach
Preferred skills
Teamwork, communication skills, social competence, flexibility
Technologies
Sparkassenfinanzkonzept, WpHGMaAnzV