Privatkundenberater - Beratung / Vertrieb / Bankwesen (m/w/d)
Core
Advise a fixed customer base on all financial matters including investments, retirement planning, and financing, identifying cross-selling and up-selling opportunities to develop tailored solution packages.
Role type
Private banking advisor (sales & advisory)
Builds
Customized financial solutions for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, sales skills, relationship management, portfolio analysis, cross-selling, up-selling
Responsibilities
Advise customers on investments, retirement planning, and financing; identify and develop cross-selling and up-selling opportunities; acquire new customers through recommendations; collaborate with specialists on complex topics like securities and mortgage financing.
Seniority
Individual Contributor