Individualkundenberater (m/w/d)
Core
Build sustainable customer relationships and sell selected active, passive, and service products through personal consultations and systematic needs analysis.
Role type
Individual customer advisor (private banking)
Builds
Active, passive, and service products for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Needs analysis, cross-selling, relationship building, sales, communication, adaptability
Preferred skills
Advanced banking qualifications (e.g., Sparkassenfachwirt), multi-year experience in holistic customer consulting
Responsibilities
Conduct personal consultations to build customer relationships, perform systematic needs analysis, sell selected financial products, collaborate with sales units for holistic customer advice, contribute to team targets