Privatkundenberater (m/w/d)
Core
Private banking advisor providing individual financial consulting and account management for retail customers.
Role type
Private banking advisor (retail)
Builds
Personalized financial solutions and long-term customer relationships
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial consulting, relationship building, customer acquisition, financial planning, teamwork, judgment, responsibility
Preferred skills
Experience in investment consulting
Responsibilities
Support private customers with account and payment solutions, build long-term relationships through personalized advice, acquire new customers via recommendation management, ensure customer satisfaction through financial planning, collaborate with local team
Seniority
Entry to Mid-level, individual contributor