Individualkundenberater - Sparkasse / Finanzen / Anlage (m/w/d)
Core
You provide comprehensive and competent financial advice to assigned private customers and the SME sector, expanding existing relationships and acquiring new customers.
Role type
Senior IC financial advisor (retail banking)
Builds
Customer relationships and new business acquisition for a regional savings bank
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial advisory, customer relationship management, sales/acquisition, digital media usage
Preferred skills
Team collaboration, communication
Technologies
Digital advisory tools
Responsibilities
Manage assigned customer portfolio, acquire new customers, expand existing customer relationships, utilize digital advisory techniques