Individualkundenberater (m/w/d)
Core
Provide comprehensive banking advice and portfolio management for private customers in Grebenstein and Naumburg.
Role type
Individual customer advisor (private banking)
Builds
Personalized banking solutions for private clients
Domain
Retail banking / Cooperative banking
Deliverable
client delivery
Required skills
Portfolio management, holistic financial planning, sales-driven advisory, proactive customer outreach, relationship management
Preferred skills
Certified advisor (Beraterpass II/III), prior private banking experience
Technologies
Electronic banking services, payment systems