Privatkundenberatung (m/w/d)
Core
Private banking and insurance advisory for individual customers, focusing on retirement financing and state subsidies.
Role type
Private customer advisor (sales & advisory)
Builds
Insurance products and retirement financing solutions
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Sales, customer relationship management, insurance advisory, retirement planning, digital communication tools
Preferred skills
Commercial training (Bankkaufmann/Versicherungskaufmann), motivation to upskill
Responsibilities
Active holistic advisory for assigned private customers, managing customer relationships and acquisition, responsibility for results and risk