Bankkaufmann / Kundenberater (g/n) Direktvermittlung | Unbefristete Festanstellung | Dachau
Core
Provide holistic financial advice and long-term relationship management for private clients on all financial matters.
Role type
Private banking customer advisor
Builds
Individual financial solutions for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial product knowledge, relationship building, communication, service orientation, initiative
Responsibilities
Advise clients on accounts, savings, and insurance products; build long-term client relationships; act as a trusted local and digital contact point