Privatkundenbetreuer (m/w/d)
Core
Partner for private customers in all financial matters and life phases, providing holistic advice across all sales channels.
Role type
Private banking relationship manager
Builds
Long-term, trust-based customer relationships and new customer acquisition
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Holistic financial advice, total needs analysis, external and internal expert network management, relationship management, proactive referral generation
Preferred skills
Digital communication affinity, negotiation skills, persuasion
Responsibilities
Partner with customers in all financial matters and life phases, conduct holistic advice across sales channels, perform total needs analysis, integrate expert networks, maintain long-term customer relationships, acquire new customers through referrals