Privatkundenberater (m/w/d)
Core
Provide holistic financial advice and support to private customers in payment services, financing, wealth building, and retirement planning.
Role type
Private banking advisor (retail)
Builds
Financial solutions and customer relationships for private individuals
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Sales affinity, customer relationship building, needs analysis, structured work, quick comprehension
Preferred skills
Continuous learning, motivation for development
Responsibilities
Conduct needs analysis and develop tailored financial solutions, maintain existing customer relationships, acquire new customers, collaborate with partner institutions