Privatkundenberater:in (w/m/d) | Potsdam Stern
Core
Private banking advisor responsible for holistic customer consultation, identifying needs, and selling products like payments, consumer financing, 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 / Wealth Management
Deliverable
product features
Required skills
Customer relationship management, sales of financial products, regulatory compliance (IDD), digital tool proficiency, negotiation, service orientation
Preferred skills
Experience in private banking, active securities advisory experience, advanced German language skills (C1)
Responsibilities
Consult a fixed portfolio of individual customers, identify customer needs and wishes, present financial product offers, implement sales processes according to the Sparkassen-Finanzkoncept, coordinate with specialists from other departments when needed
Seniority
Mid-level, hands-on IC