Privatkundenberater im Bankwesen (m/w/d)
On-site · Germany
Core
Provide comprehensive, needs-oriented advice and support to private banking customers, managing appointments and sales activities.
Role type
Private banking advisor (IC)
Builds
Customer relationships and sales activities for a regional bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private customer advisory, appointment management, sales activity planning, regulatory compliance (WpHG), digital media proficiency
Preferred skills
Prior experience in private customer care, advisory qualification (WpHG)
Responsibilities
Advise and support private customers, organize and conduct customer appointments, plan and implement sales activities, expand customer relationships, monitor guidelines and quality standards