Privatkundenberater (m/w/d)
Core
Provide holistic advisory services to private banking customers on accounts, cards, loans, investments, and risk protection.
Role type
Private banking advisor (retail)
Builds
Bank and consortium products (insurance, construction savings, securities) for private clients
Domain
Banking and financial services
Deliverable
product features
Required skills
Sales and service orientation, customer focus, communication and advisory competence, knowledge of bank products and regulatory requirements, goal-oriented work style
Preferred skills
Experience in banking or finance
Technologies
None stated
Responsibilities
Conduct needs analysis and sell bank products, maintain and expand customer relationships, acquire new customers, identify cross-selling opportunities, comply with regulatory requirements
Seniority
Entry-level to mid-level