Bankkaufmann (m/w/d) [Kziff. CL87AV68]
Core
Private banking advisory and customer care focusing on bank-owned products, securities advice, building savings, and insurance.
Role type
Private banking advisor
Builds
Tailored financial solutions for private customers
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Private banking advisory, customer acquisition, relationship management, needs analysis, product knowledge (securities, building savings, insurance)
Preferred skills
Prior experience in private customer advisory
Technologies
Bank-owned products, securities, building savings, insurance
Responsibilities
Advise and support private customers with bank-owned products, strengthen existing customer relationships with tailored solutions, acquire new customers, identify customer needs and refer to specialists