Bankkaufmann / Versicherungskaufmann (w/m/d) Güstrow
Core
Providing comprehensive financial advice and sales services to private customers, focusing on pension planning and credit solutions.
Role type
Sales and advisory banker (private banking)
Builds
Tailored financial solutions and customer relationships for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, sales, customer relationship management, pension planning, credit analysis
Preferred skills
Empathy, proactive service mindset, teamwork
Technologies
Financial planning tools, CRM systems
Responsibilities
Consult private clients on pension and credit products, develop tailored financial solutions, acquire new customers, maintain and expand client relationships