Individualkundenbetreuer (m/w/d)
Core
Individual customer advisor providing tailored financial solutions and consulting for private and business customers across all life phases.
Role type
Individual customer advisor (banking)
Builds
Customized financial concepts and long-term customer relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, cross-selling, relationship building, sales orientation, digital advisory
Preferred skills
Prior customer advisory experience, team collaboration
Responsibilities
Advise customers on investments, financing, and insurance; analyze customer goals to develop financial concepts; identify cross-selling opportunities; utilize specialist networks for complex topics like real estate and construction loans; provide comprehensive financial orientation personally and digitally.