Bankkaufmann/-frau
Core
Providing financial advice and solutions to customers, including asset management, financing, account services, and insurance.
Role type
Bank relationship manager
Builds
Financial products and services for individual customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, financial planning, sales, insurance knowledge, independent work
Responsibilities
Advising customers on financial matters, developing and selling tailored financial solutions, maintaining and expanding customer relationships