Privatkundenberater (m/w/d) – digitale Kundenberatung
Hybrid
Core
Private banking advisor providing holistic financial advice via phone, video, and email for liquidity, savings, insurance, and wealth building.
Role type
Private banking advisor (IC)
Builds
Individual financial solutions and customer service
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, customer relationship management, sales, digital communication, solution development
Preferred skills
Prior private banking experience
Technologies
Phone, Video, Email
Responsibilities
Advise private clients on liquidity, savings, insurance, and wealth building; Handle customer inquiries and orders independently; Develop individual financial solutions with specialists; Ensure personalized customer service.