Privatkundenberater - Vermögensanlage / Finanzierung (m/w/d)
Core
Advise customers on wealth management, optimization, pension, and financing products as a specialist.
Role type
Private banking advisor (wealth management & financing)
Builds
Financial solutions for medium- to long-term customer needs
Domain
Banking / Wealth Management / Financing
Deliverable
product features
Required skills
Customer orientation, sales and networking drive, persuasive communication, sense of responsibility, team capability
Preferred skills
Completed banking training, additional qualifications, multi-year experience in private customer sales
Technologies
Banking and consortium products
Responsibilities
Provide holistic advice on banking and consortium products in wealth management, pension, and financing; find financial solutions for medium- and long-term customer needs with risk awareness; sell banking and consortium products; actively maintain existing customers and build new customer relationships; advise on financing and/or securities business depending on background