Privatkundenberater:in (w/m/d) | Falkensee
Hybrid
Core
Provide holistic financial advice and sales for private banking products including payments, consumer finance, and wealth building to a fixed portfolio of individual customers.
Role type
Private banking advisor (retail)
Builds
Payment solutions, consumer finance products, wealth management services
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Financial advisory, sales, relationship building, digital tools proficiency, negotiation
Preferred skills
Insurance mediation license (IDD), securities advisory experience
Technologies
Digital banking systems, sales support tools
Responsibilities
Identify customer needs and propose tailored financial solutions, sell banking products using defined sales processes, build long-term trust-based relationships, coordinate with specialist teams when needed