Privatkundenberater (gn)
Core
Advise and manage a fixed portfolio of private banking customers in a modern credit institution, covering account management, wealth building, and home financing.
Role type
Private banking advisor (IC)
Builds
Personalized banking services and financial products for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
cross-selling, negotiation, relationship management, analytical thinking, customer orientation
Preferred skills
BaFin ID, vocational training in banking (Bankkaufmann/-frau), further qualification as Bankfachwirt/-in
Technologies
digital banking channels, telephone, in-branch systems
Responsibilities
conduct in-person, phone, and digital consultations for existing accounts; advise on home financing, fund savings plans, investment products, and insurance; acquire new customers through active sales; expand and deepen customer relationships