Privatkundenbetreuer (m/w/d)
Core
Privately advise and manage individual customers, develop optimal financial management solutions, and acquire new customers for a regional universal bank.
Role type
Private banking relationship manager
Builds
Individual financial management solutions and customer acquisition
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Private customer advisory, financial management solution design, customer acquisition, independent work, team collaboration
Preferred skills
Banking qualification, business/economic studies, experience in active and passive business
Technologies
N/A
Responsibilities
Advise and manage private customers independently, develop optimal financial management solutions, acquire potential new customers, utilize sales channels proactively, manage assigned customer connections
Seniority
Mid-level, individual contributor