Privatkundenberater (m/w/d)
Core
Advise and support private customers on all financial topics, create financial overviews and offers, and maintain long-term business relationships in a branch setting.
Role type
Private banking advisor (retail)
Builds
Financial overviews, offers, and bank/consortium products for private customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Credit, insurance, and investment knowledge; sales-oriented work; customer orientation; communication skills
Preferred skills
Experience in private customer business
Technologies
Bank and consortium product systems
Responsibilities
Conduct regular advisory meetings in the branch; utilize bank and consortium products; maintain long-term customer relationships