Privatkundenberater (m/w/d)
Core
Personal financial advisor supporting private customers with comprehensive banking, savings, investment, insurance, real estate, and loan services.
Role type
Private banking advisor (IC)
Builds
Long-term customer relationships and new customer acquisition
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, customer relationship management, needs analysis, sales, communication, empathy, teamwork
Responsibilities
Customer care and new customer acquisition, account and card management, savings and investment advice, insurance and pension planning, real estate financing, consumer loans