Privatkundenberater (m/w/d) in der Filiale Haslach
Hybrid
Core
Provide holistic financial advice and develop optimal solutions for assigned potential customers to ensure sustainable retention and conversion to modern banking solutions.
Role type
Private banking advisor (retail)
Builds
Financial solutions and modern banking products for private customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial planning, sales negotiation, regulatory compliance, customer relationship management, new customer acquisition
Preferred skills
Experience in securities business, active sales approach
Responsibilities
Advise assigned potential customers holistically, develop optimal financial solutions, utilize sales opportunities, convince customers of modern banking solutions, implement regulatory requirements, acquire new customers through active recommendation