Privatkundenberater:in (w/m/d)
Hybrid
Core
Private banking advisor responsible for holistic customer consultation, identifying needs, and selling products like payments, consumer finance, and wealth management to a fixed portfolio of individual customers.
Role type
Senior IC private banking advisor
Builds
Trust-based relationships and financial product solutions for private clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Private banking expertise, sales process execution, digital tool proficiency, negotiation skills, relationship building
Preferred skills
Active BaFin ID, Insurance mediation license (IDD), C1 German language proficiency
Technologies
Digital banking systems, sales support tools