Privatkundenberater*in
Core
Private banking advisor providing holistic financial consulting, product sales, and wealth strategy development for a customer base in Magdeburg and Jerichower Land.
Role type
Private banking advisor (IC)
Builds
Giro accounts, credit cards, private loans, insurance products, and wealth management strategies for Sparkassen customers.
Domain
Banking / Private Finance
Deliverable
product features
Required skills
Cross-selling, risk assessment, creditworthiness evaluation, sales, customer acquisition, financial planning
Preferred skills
Securities trading knowledge
Technologies
Sparkassen-Finanzkonzept, ÖSA, DEKA, SKP, LBS products
Responsibilities
Consult existing private customer base using holistic philosophy, sell bank and partner products, advise on private financing and risk protection, develop long-term wealth strategies, acquire new customers.
Seniority
Entry-level, trained professional