CareerPlan

Firmenkundenberater (m/w/d)

Sindelfingen, BADEN_WUERTTEMBERGRemoteFull-time2026-10-06 → 2026-11-11

Core

Developing and expanding the corporate client portfolio through holistic financial and asset management consulting.

Role type

Corporate Banking Advisor (Mittelstand)

Builds

Long-term client relationships and tailored financing solutions for corporate clients

Domain

Banking / Corporate Finance

Deliverable

client delivery

Required skills

Corporate client portfolio management, financial and asset management consulting, cross-selling, new customer acquisition, business succession and takeover advisory, digital and traditional sales channel management, regional network representation, sales strategy development

Preferred skills

Experience with mid-sized corporate clients, entrepreneurial thinking, high autonomy and decision-making capability, organizational talent, flexible working style

Technologies

Digital sales channels

Responsibilities

Actively develop and expand the existing corporate client portfolio, build long-term and sustainable customer relationships, provide holistic consulting on all relevant financial and asset topics, identify potential in private and institutional asset areas, develop individual and needs-based financing solutions, exploit cross-selling potential within the client portfolio, acquire new customers, accompany business successions and company takeovers, utilize digital and traditional sales channels for customer acquisition, represent the company in regional networks, associations and trade organizations, contribute to a successful sales strategy in the corporate customer segment