Kundenberater Bankwesen (m/w/d)
Core
Advise private clients on all financial matters, build long-term relationships, and find tailored solutions for individual needs.
Role type
Private banking customer advisor
Builds
Long-term client relationships and sales of banking products
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial advisory, sales, payment processing, credit management, securities trading, relationship building
Preferred skills
Experience in holistic banking client advisory, sales experience
Technologies
Banking software, payment systems, securities platforms
Responsibilities
Advise clients individually on diverse product and service offerings, recognize customer needs and sell products in home savings and insurance, process payment transactions reliably, manage private loans and financing requests, implement quality and service standards, develop independent sales measures, advise clients in standardized securities business based on internal investment principles