Privatkundenberater (m/w/d) in Hildesheim
Core
Advise and support private customers holistically, analyzing financial situations to develop tailored financial, pension, and investment concepts.
Role type
Private banking advisor
Builds
Financial and investment products for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, sales, relationship management, financial planning
Preferred skills
Sparkassenfachwirt qualification, digital development interest
Technologies
None stated
Responsibilities
Advise private customers on financial products, develop investment and pension concepts, acquire new customers, participate in sales projects
Seniority
Experienced