Privatkundenberater - Wertpapiere / Finanzierung (m/w/d)
Core
Advise and accompany assigned private customers on all financial matters, including securities and financing, while actively selling bank products and partner services.
Role type
Private banking advisor (securities/financing)
Builds
Bank products and services for private customers in the Münsterland region
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Private banking knowledge, securities knowledge, financing knowledge, sales skills, customer relationship management
Preferred skills
Experience in private customer care
Technologies
None stated
Responsibilities
Advise private customers on financial matters, sell bank products and partner services, maintain long-term customer relationships, contribute to sales strategy development