Privatkundenberater (m/w/d) im FinanzZentrum Emmendingen
Hybrid
Core
Active and holistic financial consulting for assigned potential customers to develop optimal financial solutions and secure long-term customer relationships.
Role type
Private banking advisor (IC)
Builds
Modern banking solutions and financial products for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial consulting, sales, negotiation, regulatory compliance, customer acquisition
Preferred skills
Holistic consulting approach, high customer orientation, communication skills
Technologies
Modern banking solutions
Responsibilities
Develop optimal financial solutions for assigned customers, utilize sales opportunities, convince customers of modern banking solutions, implement regulatory requirements, acquire new customers through active recommendation