Nachwuchsberater Privatkundenbetreuung - Bank / Finanzen / Anlage (m/w/d)
Core
Active advisory for assigned private customers across modern banking, securities, construction savings, and insurance, focusing on relationship deepening, new customer acquisition, and customer satisfaction.
Role type
Junior Private Banking Advisor
Builds
Customer relationships and banking solutions
Domain
Banking / Finance / Investments
Deliverable
client delivery
Required skills
Securities knowledge, Construction savings expertise, Insurance knowledge, Communication, Sales, Organization, Negotiation
Responsibilities
Advise assigned private customers on modern banking products, Intensify existing customer relationships, Acquire new customers, Develop customer-oriented solutions based on the internal portfolio