Privatkundenberater/-in (m/w/d) BeratungsCenter Söflingen
Core
Personal financial advisor for private customers, building long-term relationships and developing tailored financial solutions.
Role type
Private banking advisor (IC)
Builds
Sustainable customer relationships and financial solutions for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial advisory, relationship building, sales, market trend analysis, solution development
Responsibilities
Listen to customer needs and develop tailored financial solutions, build long-term customer relationships, acquire new customers and develop existing ones, consult on financial matters and refer to specialists when needed, monitor market trends to keep recommendations current