Privatkundenberater (m/w/d)
On-site
Core
Providing holistic financial advice and creating individual solutions for private customers.
Role type
Private banking advisor
Builds
Financial products and services for private clients
Domain
Banking and insurance
Deliverable
client delivery
Required skills
Credit knowledge, insurance knowledge, investment product knowledge, sales, customer orientation
Preferred skills
Experience in private banking
Technologies
N/A
Responsibilities
Conduct regular advisory sessions, maintain and expand long-term customer relationships, utilize a broad product portfolio
Seniority
Entry-level to Mid-level