Mitarbeiter (m/w/d) Privatkundenberatung
Remote
Core
Active advisory for assigned private banking customers, covering product and service offerings and building trust-based relationships.
Role type
Private banking relationship manager
Builds
Private banking product and service offerings
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private banking advisory, product knowledge, relationship building, digital media proficiency, service orientation
Preferred skills
agree21 system experience, Microsoft 365 experience
Responsibilities
Advise assigned customers, cover product and service offerings, identify additional advisory topics, build trust-based customer-bank relationships