Privatkundenberater (m/w/d)
Hybrid
Core
Provide holistic, 1:1 financial advice and relationship management for assigned private customers using a broad product portfolio and digital systems.
Role type
Private banking advisor (retail)
Builds
Personalized financial solutions for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial product knowledge, customer relationship management, digital advisory systems, sales closing, adaptability to customer types
Preferred skills
Additional qualifications beyond the standard banking apprenticeship
Technologies
Digital advisory systems
Responsibilities
Manage assigned private customer accounts, conduct needs-based product consultations, actively engage customers to strengthen relationships, apply digital tools for service delivery