Privatkundenberater (m/w/d) im FinanzZentrum Emmendingen
Core
Actively and holistically advise assigned potential customers to develop optimal financial solutions while ensuring sustainable customer retention.
Role type
Private banking advisor (retail)
Builds
Modern banking solutions and financial products for retail customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial advisory, sales, negotiation, regulatory compliance, customer acquisition
Preferred skills
Holistic consulting approach, goal-oriented mindset
Responsibilities
Develop optimal financial solutions for assigned customers, utilize sales opportunities, convince customers of modern banking solutions, implement regulatory requirements, acquire new customers through active recommendation