(Junior-)Kundenberater (m/w/d)
Core
Provide comprehensive, needs-oriented financial advice and sales support to private customers in branch offices.
Role type
Junior to mid-level private banking advisor (IC)
Builds
Personalized banking solutions for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial advisory, sales, relationship management, credit analysis, wealth management, payment services, digital banking services
Preferred skills
Entrepreneurial mindset, self-motivation, proactive customer outreach
Technologies
Electronic banking services, digital banking platforms
Responsibilities
Conduct holistic financial planning and sales for private clients, manage a personal portfolio of customers, actively identify and pursue sales opportunities, collaborate with specialist advisors and partners, plan and schedule customer contacts
Seniority
Junior to Mid-level, hands-on IC