Privatkundenberater am Hafen in Münster (m/w/d)
Core
Private banking advisor responsible for managing a personal customer portfolio and building long-term, trust-based relationships.
Role type
Private banking advisor (retail)
Builds
Sustainable customer relationships and financial solutions across deposit and loan products
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial advisory expertise, sales drive, customer relationship management, cross-selling, partnership management
Preferred skills
Bank-specific training or further education, persuasion skills, reliability
Technologies
Digital banking services, partner platforms (Bausparkasse Schwäbisch Hall, R+V Versicherung, Union Investment)
Responsibilities
Manage and grow personal customer portfolio, advise on all active and passive banking products, implement holistic cooperative advisory approach, collaborate with partner institutions
Seniority
Individual Contributor