Bankkaufmann/-frau
Core
Private banking specialist focusing on residential construction financing, advising customers on financial solutions and supporting them in realizing housing dreams.
Role type
Senior IC private banking specialist (residential construction)
Builds
Individual financial solutions and mortgage products for private customers
Domain
Banking / Real Estate Finance
Deliverable
client delivery
Required skills
Residential construction financing expertise, customer portfolio management, new customer acquisition, cross-selling, financial solution design, sales and marketing execution
Preferred skills
Experience in private customer care, structured on-the-job training completion, digital affinity
Technologies
EDV systems
Responsibilities
Advise and manage assigned customer portfolio in banking and financing matters, design and sell tailored financial solutions, acquire new customers, expand existing relationships through cross-selling, take responsibility for customer portfolio results, participate in sales and marketing initiatives