Privatkundenberater (m/w/d)
Core
Building and maintaining relationships with private clients to provide comprehensive financial advice and sales of financial products.
Role type
Private banking advisor (sales & advisory)
Builds
Financial products (savings, loans, insurance, investment plans) for private individuals
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, sales, client relationship management, negotiation, independent work
Preferred skills
Commercial mindset, structured approach, continuous learning
Technologies
N/A
Responsibilities
Manage and develop an existing customer base, acquire new clients, analyze customer financial situations, advise on asset building and financing, coordinate with internal specialists, handle administrative tasks, achieve sales targets