Privatkundenberater/in - Bankkauffrau/Bankkaufmann (m/w/d)
Core
Personal contact person for assigned private customers, advising on financial goals, managing existing relationships, and acquiring new customers.
Role type
Private banking advisor (IC)
Builds
Private banking products and services for individual customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private banking product knowledge, customer relationship management, sales and acquisition, negotiation, closing
Preferred skills
Prior experience in private customer advisory
Responsibilities
Advise customers on financial goals, manage and strengthen existing customer relationships, acquire new customers
Seniority
Entry to Mid-level, hands-on IC