Privatkundenberater (m/w/d)
Core
Provide holistic and proactive financial advice to private customers to help them achieve their financial goals.
Role type
Private banking advisor (IC)
Builds
Financial products and services for private individuals
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, customer acquisition, relationship management, sales, communication, teamwork
Preferred skills
Cross-industry sales experience, flexibility, initiative
Technologies
Banking software, CRM tools
Responsibilities
Advise customers on financial products, manage a fixed portfolio of clients, acquire new customers, collaborate with specialists