Komfortkundenberater medial (m/w/d)
Hybrid
Core
Provide personalized financial advice and sales support to private customers across multiple channels, including digital and in-person interactions.
Role type
Senior IC private banking advisor
Builds
Financial products and services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private customer advisory, multi-channel communication, securities sales, account management, contract processing, risk assessment
Preferred skills
Experience with digital tools, MS Office, OSP system
Technologies
OSP, MS Office
Responsibilities
Advise and sell securities to customers, manage customer accounts and perform administrative tasks, conduct risk control activities, develop existing customer relationships and acquire new clients, support student and young customer segments
Seniority
Mid-level, hands-on IC