Privatkundenberater*in Direkt Filiale (m/w/d)
Core
Private banking advisor providing holistic financial consulting and product placement for existing and new customers via a digital advisory center.
Role type
Private banking advisor (IC)
Builds
Tailored financial solutions and products for Sparkasse MagdeBurg customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial planning, sales, digital advisory tools, customer relationship management
Preferred skills
Sales-oriented training, empathy, solution-oriented approach
Technologies
Chat, video consultation, screen sharing
Responsibilities
Conduct holistic customer consulting in a digital advisory center, provide tailored solutions based on the bank's portfolio, answer financial planning questions, expand market share by placing products with existing and new customers