Kundenberater (m/w/d)
Core
Support customers on their entire financial life journey with personalized, digital, and individual advice to create tailored solutions from account opening to comprehensive wealth management.
Role type
Private banking customer advisor
Builds
Personalized financial solutions and banking services for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, customer relationship management, solution design, digital sales, empathetic communication, structured problem solving
Responsibilities
Guide customers through their financial life journey, transform customer needs into tailored financial solutions, promote the use of modern sales channels, drive customer satisfaction and engagement