Finanzberater für Privatkunden (m/w/d)
Hybrid
Core
Analyze private customers' financial situations and goals, create individual financial plans, and provide comprehensive banking advice and product sales.
Role type
Private banking advisor
Builds
Individual financial plans and banking product recommendations
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial analysis, Financial planning, Sales, Customer acquisition, Relationship management
Preferred skills
Prior experience in banking or savings bank private customer sector
Technologies
Banking software
Responsibilities
Analyze financial situations and goals of private customers, Create individual financial plans and recommendations, Advise and support private customers on all banking matters, Sell bank products and services, Actively acquire new customers and expand existing customer relationships locally