Privatkundenberater Bankkaufmann (m/w/d)
On-site
Core
Private banking advisor providing holistic financial advice and sales of bank products to individual customers across all life stages.
Role type
Private banking advisor (IC)
Builds
Bank products and financial solutions for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Holistic customer advisory, sales of financial products, relationship management, team collaboration, digital proficiency
Preferred skills
VR-BeraterPass certification (BP II/III), experience in qualified customer advisory, sales success
Technologies
Bank product portfolio, digital tools
Responsibilities
Advise customers on financial matters according to cooperative principles, strengthen existing customer relationships, acquire new customers, sell bank products including those from partner institutions
Seniority
Mid-level, experienced IC