Privatkundenberater (m/w/d)
On-site
Core
Private banking advisor providing financial and retirement planning advice, creating financial overviews, and managing client relationships for a cooperative bank.
Role type
Private banking advisor
Builds
Financial overviews and individual offers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, credit knowledge, insurance knowledge, investment knowledge, client relationship management, sales
Preferred skills
Prior experience in private banking
Technologies
None stated
Responsibilities
Advise private customers on all financial and retirement questions, Create financial overviews and individual offers, Maintain customer relationships and proactive outreach, Conduct regular advisory appointments, Utilize a broad product portfolio