Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic financial consulting to individual customers across various channels.
Role type
Private banking advisor (IC)
Builds
Financial products and advisory services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Holistic financial consulting, negotiation, persuasion, knowledge of banking products, sales performance
Preferred skills
Advanced banking training (Aufbau-Lehrgang), experience in regional banking
Technologies
Banking product platforms
Responsibilities
Conduct financial consultations with private customers, improve customers' financial situations through dialogue, achieve sales targets, collaborate within a team
Seniority
Mid-level, experienced IC