CareerPlan

Privatkundenberater (m/w/d)

München, BAYERNRemoteFull-time2025-07-21 → 2026-11-11
Hybrid

Core

Build a personal and trusting business relationship with your own client base and advise them on financial and banking products.

Role type

Private banking advisor (retail)

Builds

Banking products for individual clients

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Sales experience, knowledge of mortgage savings, insurance, loans, investment business, customer orientation

Responsibilities

Build a personal and trusting business relationship with your own client base, Advise customers on financial and banking products, Conduct customer needs analyses, Work closely with other sales units