Privatkundenberater (m/w/d)
Core
Private banking advisor providing service-oriented consultation on all bank products and services via phone, video, and in-person.
Role type
Private banking advisor (IC)
Builds
Personalized financial advice and credit decisions for private customers
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Sales drive, customer consultation, wealth management checks, mortgage savings advice, insurance advice, standardized securities trading, private credit management, credit risk assessment, payment processing
Preferred skills
Prior experience in customer advisory, direct contact with people
Technologies
None stated
Responsibilities
Advise private customers on all products and services, manage an existing customer portfolio, conduct regular wealth checks, advise on mortgage savings and insurance, handle standardized securities trading, guide customers through private credit processes from consultation to contract creation, determine credit security values, decide on credit approvals, process payment services
Seniority
Entry to Mid-level, hands-on IC