Privatkundenberater:in (w/m/d) | Bestensee
Hybrid
Core
Private banking advisor responsible for holistic customer consultation, identifying needs, and selling financial products including payments, consumer financing, and wealth management to a fixed portfolio of individual clients.
Role type
Senior IC private banking advisor
Builds
Financial product offerings and customer relationships
Domain
Banking and wealth management
Deliverable
product features
Required skills
Financial advisory, sales, customer relationship management, digital tools proficiency, negotiation
Preferred skills
Securities advisory experience, service orientation
Technologies
Digital banking systems, sales tools
Responsibilities
Consult customers on financial products, identify customer needs, build trust-based relationships, implement sales processes, coordinate with specialists
Seniority
Mid-level, hands-on IC