Privatkundenberater (m/w/d) im Filialgeschäft
Core
Providing financial advice on investments, financing, loans, and insurance products to private customers, with a focus on high-potential and revenue-generating clients.
Role type
Private banking relationship manager (retail)
Builds
Financial products and services for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial product knowledge, sales and consulting, digital process handling, customer relationship management, team collaboration
Preferred skills
Bankfachwirt qualification, prior sales experience
Technologies
Core banking applications, digital banking platforms
Responsibilities
Consult on investment and financing options, manage complex customer environments, execute transactions and product closures on digital channels, onboard and mentor trainees and new colleagues
Seniority
Mid-level, individual contributor