Privatkundenbetreuer - digital (m/w/d)
Hybrid
Core
Virtual and telephone advisory for assigned private customers, supporting branches and developing customer relationships.
Role type
Private banking customer advisor (digital)
Builds
Customer advisory services and relationship management for private members
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Customer advisory, sales understanding, cross-selling, digital solution affinity, video conferencing, insurance product knowledge, network building, decision-making
Preferred skills
Innovation mindset, customer orientation, responsibility, risk awareness
Responsibilities
Conduct holistic virtual and telephone customer advisory, analyze and develop existing customer connections, make binding decisions for members, network with customers, implement innovative ideas
Seniority
Mid-level, experienced IC