Bankkaufmann/-frau
Core
Provide comprehensive financial advice and solutions to assigned customers, covering investment, financing, payments, and insurance.
Role type
Retail bank relationship manager
Builds
Tailored financial products and services for individual customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial planning, sales, customer relationship management, needs analysis
Preferred skills
Negotiation, communication, self-motivation
Responsibilities
Conduct needs analysis, develop and sell financial solutions, maintain and grow customer relationships