Privatkundenberater - Bankkaufmann / Anlageberatung / Kredite (m/w/d)
Core
Private banking advisor providing holistic advice on active and passive banking products, including credit consulting, to customers in the middle private segment.
Role type
Private banking advisor (IC)
Builds
Trust relationships and sales of bundled banking products for individual clients
Domain
Banking / Retail Finance
Deliverable
product features
Required skills
Credit consulting, Active and passive product knowledge, Cross-selling, Public presence and event management, Direct customer outreach, Market analysis
Preferred skills
Business or banking further education, Technical consultation affinity
Technologies
Mobile work tools
Responsibilities
Advise customers on all active and passive products, Ensure high service quality across new sales channels, Acquire new customers via public presence and events, Develop sales opportunities in the market area