Individualkundenbetreuer (m/w/d)
Core
Provide holistic advice and support to assigned private customers, expand existing relationships, and guide them across various sales channels.
Role type
Private banking relationship manager
Builds
Long-term customer relationships and comprehensive financial portfolios
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Holistic customer advisory, sales of financial services, portfolio development, cross-channel sales, identifying customer needs
Preferred skills
Experience in private banking, multichannel sales
Technologies
N/A
Responsibilities
Advise assigned private customers holistically, expand and intensify existing customer connections, actively consult across multiple sales channels, identify customer needs and refer to specialists, develop and maximize personal customer portfolio
Seniority
Entry-level to Mid-level, individual contributor