CareerPlan

Privatkundenberater (m/w/d) mit Perspektive auf Geschäftsstellenleitung, Vollzeit oder Teilzeit

Windach, Kreis Landsberg am Lech, BAYERNFull-time2026-08-13 → 2026-11-11

Core

Provide comprehensive cooperative banking advice to private customers on asset management, optimization, provision, financing, and insurance at the Windach and Eresing branches.

Role type

Private banking advisor (branch-based)

Builds

Individual financial solutions and bank/affiliate products for private clients

Domain

Banking / Private Finance

Deliverable

product features

Required skills

Banking training, sales competence, customer advisory, network building, public relations

Preferred skills

Additional qualification in cooperative sector, experience in private customer sales, financing and securities business expertise

Technologies

Bank and affiliate product portfolio

Responsibilities

Develop individual solutions to implement sales strategy, actively sell bank and affiliate products, collaborate with specialists at the asset and insurance centers, build and maintain networks for customer acquisition