Privatkundenberater (gn)
Core
Advise and manage a fixed portfolio of private banking customers in a modern credit institution, covering account management, product sales, and relationship building.
Role type
Private banking advisor (IC)
Builds
Private banking products and services for individual clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Private customer advisory, cross-selling, negotiation, relationship management, financial product knowledge (mortgage, funds, insurance)
Preferred skills
BaFin ID, vocational training qualification (Bankkaufmann/-frau) with further qualification (Bankfachwirt/-in)
Responsibilities
Conduct personal consultations via appointment in the branch, by phone, and via digital media; advise on mortgage financing, fund savings plans, investment products, and pension products; actively use cross-selling approaches; acquire new customers and expand the client base; strengthen and expand customer relationships.