Kundenberater (m/w/d) – unbefristete Festanstellung
Core
Provide holistic, needs-based advisory solutions for private clients in the areas of investment, banking, and financial products.
Role type
Private banking advisor
Builds
Individual financial solutions for private clients
Domain
Banking and financial services
Deliverable
product features
Required skills
Investment advisory, portfolio management, sales of banking and financial products, securities trading, customer acquisition, cross-selling
Preferred skills
Experience in customer advisory at a bank or in the financial services sector
Technologies
Banking and financial product portfolios
Responsibilities
Advise private clients on investment, banking, and financial products; Manage and expand an assigned portfolio of existing customers; Develop existing customer relationships; Acquire and manage new customers; Identify sales potential and utilize cross-selling opportunities; Process standard services.
Seniority
Entry-level to Senior