Bankkaufmann (m/w/d) als Vertriebsspezialist
Core
Managing an existing active customer portfolio and handling financing, pension, and insurance business in the regional market.
Role type
Sales specialist (banking)
Builds
Financial products and services for regional customers
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Customer portfolio management, financial advisory, strategic planning, cross-functional collaboration
Responsibilities
Oversee existing customer base, provide needs-based financial advice, identify market opportunities, collaborate with wealth management and real estate specialists