Finanzberater (m/w/d)
Core
Active sales and advisory for private banking products (deposits, investments, insurance, services) via phone and video to build long-term customer relationships.
Role type
Senior IC financial advisor (private banking sales)
Builds
Long-term customer relationships and sales of financial products
Domain
Banking / Private Wealth Management
Required skills
Active sales approach, customer needs analysis, negotiation and closing, digital tool usage, independent work, team collaboration
Preferred skills
Banking qualification (Bankkaufmann), Sparkassenfachwirt, 2+ years private banking experience
Technologies
S-Finanzplan, digital tools, video conferencing, mobile devices
Responsibilities
Proactively contact potential customers from the service area, consult on active/investment/passive/bundle/service business, sell products using the S-Finanzplan, build and maintain own customer base, identify needs and refer complex topics to specialists, work flexibly and independently
Seniority
Mid-level, hands-on IC