Privatkundenberater (m/w/d) im Filialgeschäft
Core
Providing financial advice on investments, financing, loans, and insurance products to private customers, with a focus on high-potential clients.
Role type
Private banking sales advisor
Builds
Financial products and services for private clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial product knowledge, customer relationship management, sales techniques, digital banking tools proficiency, analytical thinking, team collaboration
Preferred skills
Bankfachwirt qualification, prior sales experience, advanced digital process knowledge
Technologies
Gängige Bankanwendungen, digitale Prozesse
Responsibilities
Consult on investment and financing options, manage complex customer environments, identify and fulfill customer needs, plan and execute sales campaigns, onboard and support trainees
Seniority
Mid-level, experienced IC