Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic financial advice and sales for an established credit institution in the Lausitz region.
Role type
Private banking advisor (sales & advisory)
Builds
Financial products and services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, sales, customer relationship management, negotiation, independent work
Preferred skills
Commercial training background, experience in financial services sales
Technologies
N/A
Responsibilities
Manage and develop an existing customer base, acquire new customers, analyze customer financial situations, advise on asset building and financing, coordinate with internal specialists, prepare and follow up on advisory meetings, achieve sales targets
Seniority
Individual Contributor, entry to mid-level