Privatkundenberater:in (w/m/d) | Falkensee
Hybrid
Core
Provide holistic financial advice and sales for private banking products including payments, consumer finance, and wealth building to a fixed portfolio of individual customers.
Role type
Senior Private Banking Advisor (Retail)
Builds
Financial products and services for private individuals
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial advisory, sales, relationship building, digital tools proficiency, negotiation
Preferred skills
Insurance mediation license (IDD), securities knowledge, customer service excellence
Technologies
Digital banking platforms, sales support tools
Responsibilities
Identify customer needs and propose tailored financial solutions, execute sales processes according to Sparkassen financial concepts, coordinate with specialists from other departments, maintain a fixed customer portfolio.