Kundenberater (m/w/d) für verschiedene Standorte
Core
Advise private customers comprehensively and professionally across various sales channels, identifying needs and ensuring high service quality while adhering to MiFID2 standards.
Role type
Private banking customer advisor
Builds
Financial services and products for private clients
Domain
Banking / Private Finance
Deliverable
product features
Required skills
Customer advisory, sales of financial services, cross-selling, customer acquisition, appointment planning, service delivery, regulatory compliance (MiFID2)
Preferred skills
Cooperative banking philosophy, further training in cooperative education, willingness to learn
Technologies
Sales channels, CRM systems (implied by 'Vertriebswege')
Responsibilities
Advise and support a defined customer base in private banking, plan appointments for existing and new customers, initiate holistic needs-oriented consultations, sell financial services and partner products, implement sales actions for financial needs, execute cross-selling activities, provide general services to all customer segments, handle signal detection and routing
Seniority
Mid-level, experienced