Bankkaufmann (m/w/d)
Core
Provide comprehensive advice and support to private customers on accounts, investments, financing, and pension solutions.
Role type
Private banking relationship manager
Builds
Individual financial solutions for private clients
Domain
Banking / Financial services
Deliverable
client delivery
Required skills
Customer consultation, relationship management, sales, financial product knowledge, communication
Responsibilities
Advise private clients on accounts, investments, financing, and pension solutions; acquire new customers; maintain and expand existing client relationships; conduct consultations in person, by phone, and digitally