Privatkundenberater (m/w/d)
Core
Provide holistic, needs-based advisory and care for private customers across all banking areas including payments, financing, insurance, wealth building, investments, and pension planning.
Role type
Private banking advisor (retail)
Builds
Tailored financial products and services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Sales, customer relationship management, financial analysis, product knowledge, partnership collaboration
Preferred skills
Continuous learning, trust-building, quick comprehension, conscientious work
Technologies
Banking software, partner platforms (Bausparkasse Schwäbisch Hall, R+V Versicherung, Union Investment)
Responsibilities
Conduct customer needs analyses, analyze financial situations, acquire new customers and members, implement sales standards, collaborate with partner institutions
Seniority
Entry to Mid-level, individual contributor