Privatkundenberater (m/w/d)
Core
Providing comprehensive financial advice to private customers, building long-term relationships, and creating tailored financial offers in a branch setting.
Role type
Private banking advisor (retail)
Builds
Individual financial overviews and product offers for private clients
Domain
Banking and insurance
Deliverable
product features
Required skills
Private customer sales, knowledge of banking products, insurance, and loans, investment business knowledge, tax treatment of investments
Preferred skills
Communication skills, results-oriented work attitude