Privatkunden-Berater (m/w/d)
Core
You manage your own customer portfolio as the first point of contact for all financial questions, implementing a holistic cooperative advisory approach.
Role type
Private banking relationship manager (retail)
Builds
Personalized financial solutions for individual customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
holistic advisory, sales passion, relationship building, cross-selling with partners
Preferred skills
convincing personality, trust-building
Technologies
none stated
Responsibilities
manage own customer portfolio, serve as first contact for financial inquiries, advise on payments, financing, insurance, asset building, and retirement planning, collaborate with partner institutions
Seniority
Entry-level to Mid-level, individual contributor