Privatkundenberater (m/w/d)
Core
You provide individual investment and financing solutions to accompany customers on their path to homeownership and create sustainable relationships.
Role type
Private banking advisor (retail)
Builds
Tailored solutions for every life situation in partnership with consortium partners
Domain
Banking / Financial services
Deliverable
client delivery
Required skills
Sales strength, initiative, personal customer contact, holistic private customer advisory, investment advisory, mortgage advisory
Preferred skills
Completed banking training, qualified further training in private customer advisory
Technologies
None stated
Responsibilities
Develop individual investment and financing solutions, accompany customers on their path to homeownership, create sustainable customer relationships, develop tailored solutions with consortium partners
Seniority
Mid-level, experienced