Bankkaufmann/-frau
Core
Provide financial advice and solutions to customers, including investment, financing, account management, and insurance.
Role type
Customer-facing bank advisor
Builds
Financial products and services for individual customers
Domain
Banking / Personal Finance
Deliverable
product features
Required skills
Customer relationship management, financial planning, sales, insurance knowledge, account management
Preferred skills
Entrepreneurial mindset, independent work style, strong communication
Technologies
Banking software, financial planning tools
Responsibilities
Advise customers on financial matters, develop and sell tailored financial solutions, maintain and grow customer relationships