Privatkundenberater (m/w/d)
Core
Provide holistic financial advice and build long-term relationships with private customers in a modern banking environment.
Role type
Private banking advisor (IC)
Builds
Long-term customer relationships and individual financial solutions
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial product knowledge, sales and closing, customer acquisition and retention, needs analysis, cross-selling identification, digital tool usage
Preferred skills
Prior experience in private customer advisory
Responsibilities
Advise private customers on accounts, payments, liquidity, investments, savings, and wealth management; Collaborate with specialists on insurance and pension topics; Identify cross-selling opportunities and refer to specialized departments; Conduct needs analyses and create individual financial solutions; Proactively contact existing and new customers; Utilize digital advisory tools and modern sales channels; Work with internal subject matter experts