Privatkundenberater (m/w/d) Anlage & Kreditgeschäft
Core
Provide holistic advisory services to private clients in investment and credit business, developing individual solutions for wealth building, financing, and security.
Role type
Private banking advisor (investment & credit)
Builds
Investment and credit products for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Investment and credit business knowledge, sales strength, customer orientation, structured work style, self-management, confident presence, communication skills
Preferred skills
Additional training in banking, experience in private client advisory
Technologies
Digital channels
Responsibilities
Advise private clients on investments and loans, develop individual wealth and financing solutions, acquire new customers and expand existing relationships, ensure high service quality across digital channels, participate in marketing and local events, represent the bank in the local market