Kundenberater im Privatkundengeschäft (m/w/d)
Core
Systematic and proactive advisory for private banking customers, including active outreach, portfolio management, and cross-selling opportunities.
Role type
Private banking customer advisor
Builds
Private banking products and services for individual customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private customer advisory, sales and new customer acquisition, cross-selling, digital media proficiency, teamwork
Preferred skills
Bank training qualification, proactive communication, self-management