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, Consultative communication
Preferred skills
Media sales training, Electronic banking expertise
Responsibilities
Conduct personal, telephone, and digital client consultations, Develop tailored financial solutions, Achieve sales targets and campaign goals, Maintain client data in systems
Seniority
Entry to Mid-level