Kundenberater (m/w/d) – unbefristete Festanstellung
Hybrid
Core
Provide comprehensive banking advice and sales support to a private client portfolio, including accounts, loans, and investments.
Role type
Private Banking Advisor
Builds
Individual financial solutions and client relationships
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Client portfolio management, financial product knowledge, sales and cross-selling, digital banking support, communication, negotiation, relationship building
Responsibilities
Conduct personal, telephone, and digital advisory sessions; develop individual financial solutions; proactively acquire and retain clients; ensure high service quality; document client data in systems; support sales targets and campaigns.