Privatkundenberater (m/w/d)
Core
Conducting customer needs analyses and holistic advisory conversations to develop individual financial solutions, particularly in asset management and formation.
Role type
Private banking advisor (retail)
Builds
Individual financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer needs analysis, holistic advisory, asset management, new customer acquisition, cross-selling
Preferred skills
Bank training qualification, Bankfachwirt, Bankbetriebswirt
Responsibilities
Conducting customer needs analyses, developing individual financial solutions, acquiring new customers, expanding existing customer relationships, identifying customer needs and cross-selling opportunities