Privatkundenberater (m/w/d)
Core
Advise private customers personally and holistically on financing, investments, pension planning, and account management.
Role type
Private banking advisor (IC)
Builds
Long-term customer relationships and sales targets for a branch
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial advisory, sales, customer relationship management, digital tools proficiency
Preferred skills
Securities competency certification (e.g., VR-BeraterPass, Sparkassenfachwirt), prior experience in financial services
Technologies
Modern advisory tools
Responsibilities
Advise customers on financing, investments, and account management; build and expand customer relationships; achieve branch sales targets