Bankkaufmann/-frau
Core
Comprehensive financial advisory and customer acquisition for assigned clients.
Role type
Senior IC relationship manager (banking)
Builds
Tailored financial solutions (investment, financing, payments, insurance) for individual clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial advisory, customer acquisition, relationship management, investment planning, financing solutions, payment processing, insurance sales
Preferred skills
Self-management, strong communication
Technologies
Banking software, CRM systems
Responsibilities
Analyze client financial needs, develop tailored solutions, acquire new clients, manage existing client relationships
Seniority
Mid-level, hands-on IC