Privatkunden-Berater (m/w/d)
Core
Private banking advisor serving a dedicated customer portfolio with holistic financial consulting.
Role type
Private banking advisor (retail)
Builds
Personalized financial solutions for individual clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Sales, holistic financial consulting, relationship building, cross-selling with partner institutions
Preferred skills
Passion for sales, trust-building, customer acquisition
Responsibilities
Manage own customer portfolio, serve as first point of contact for financial inquiries, implement holistic cooperative consulting approach, advise on payments, financing, insurance, asset management, and retirement planning, collaborate with partner institutions (savings banks, insurance, investment firms)