Privatkundenberater (m/w/d) für das Digitale Beratungscenter/S@ON
Core
Private banking advisor handling all financial matters for private customers via digital and in-person channels.
Role type
Private banking advisor
Builds
Financial advisory services for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial advisory, digital media proficiency, customer relationship management, sales orientation, initiative, creativity, flexibility
Responsibilities
Serve as the contact person for all financial matters for private customers, operate in a multi-channel advisory environment (digital/present), work within a new advisory team