Privatkundenberater - Finanzberatung / Kundenakquise / Service (m/w/d)
Core
Advise assigned customers on all money and wealth management questions using the Sparkassen Financial Concept, intensify existing customer relationships, and acquire new customers.
Role type
Private customer advisor (financial advisory / customer acquisition / service)
Builds
Customer relationships and new business for the Sparkasse Erding - Dorfen branch
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, customer acquisition, relationship management, communication, initiative
Preferred skills
Sparkassenfachwirt qualification, Bankfachwirt qualification, or equivalent qualification, experience in customer advisory
Technologies
Sparkassen Financial Concept