Privatkundenberater:in Vorsorge (w/m/d) | Potsdam Waldstadt
Hybrid
Core
Private banking advisor providing comprehensive financial advice and insurance solutions to a fixed portfolio of individual customers.
Role type
Senior IC private banking advisor
Builds
Insurance comparisons, payment products, consumer financing, and wealth-building solutions
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Insurance mediation license (IDD), securities advisory experience, sales processes execution, digital tools proficiency, negotiation skills
Preferred skills
Customer relationship management, service orientation
Technologies
Digital banking systems, sales support instruments