CareerPlan

Individualkundenberater (m/w/d) mit Perspektive auf stellvertretende Filialleitung

Mannheim, BADEN_WUERTTEMBERGFull-time€51k–€61k2026-11-02 → 2026-11-12

Core

Provide holistic financial advice to private customers on securities and investment products, with a career path to deputy branch management.

Role type

Senior Individual Customer Advisor (Retail Banking)

Builds

Long-term financial solutions for private clients

Domain

Retail Banking / Wealth Management

Deliverable

client delivery

Required skills

Holistic private customer advisory, Securities and investment expertise, Long-term relationship management, Team collaboration, Leadership potential, Sales performance

Preferred skills

Deputy branch management experience, Advanced banking qualifications (Bankfachwirt/Bankbetriebswirt)

Technologies

Banking software systems

Responsibilities

Advise customers on financial decisions, Support branch management operations, Motivate and lead team members, Achieve sales targets for banking products