Individualkundenberater (m/w/d)
Core
You act as a financial companion to build long-term customer relationships and create an excellent advisory experience for private clients.
Role type
Private banking relationship manager
Builds
Financial solutions for private individuals
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
holistic financial advisory, sales acquisition, needs analysis, relationship building, goal-oriented sales, organization
Preferred skills
empathy, communication, customer focus
Responsibilities
Proactively approach existing customers to identify potential, provide holistic advice on investments, loans, insurance, and real estate, develop tailored solutions using the S-Finance concept, achieve personal sales targets, refer complex needs to specialists, acquire new customers