Privatkundenberater im Bankwesen (m/w/d)
On-site
Core
Provide comprehensive, needs-oriented advice and support to private banking customers, managing appointments and sales activities.
Role type
Private banking advisor (IC)
Builds
Customer relationships and sales activities for a regional bank
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Private banking advisory, customer relationship management, sales planning, digital media proficiency, process compliance
Preferred skills
WpHG advisor qualification, prior experience in private customer care
Technologies
Digital banking tools
Responsibilities
Conduct comprehensive needs-oriented advice for private customers, organize and execute customer appointments, plan and implement sales activities, expand customer relationships through service, monitor guidelines and quality standards