Bankkaufmann (m/w/d) Privatkundengeschäft
Core
Customer advisor for private banking, handling accounts, loans, and investments.
Role type
Customer advisor (private banking)
Builds
Financial products for private clients
Domain
Banking
Deliverable
client delivery
Required skills
customer advisory, relationship management, sales, financial product knowledge
Preferred skills
first experience in advisory, communication skills
Technologies
banking software
Responsibilities
advise customers on financial topics, listen to customer needs, maintain and expand customer relationships, acquire new customers