Privatkundenberater im Bankwesen (m/w/d)
On-site
Core
Provide comprehensive and competent advice to private banking customers, preparing and conducting client meetings, and implementing sales measures.
Role type
Private banking advisor (IC)
Builds
Sales strategies and customer service solutions for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, sales execution, regulatory compliance, digital media affinity, communication, service orientation
Preferred skills
Prior experience in private customer care, WpHG advisor qualification
Technologies
Digital media tools
Responsibilities
Prepare and conduct client meetings, develop and implement sales strategies, maintain and expand customer relationships, monitor guidelines and quality standards