Kundenberatung (m/w/d) in Kropp
Hybrid
Core
You provide individual financial advice to customers and members, manage relationships, and proactively acquire new clients for the bank.
Role type
Private banking relationship manager
Builds
Financial products and services for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, relationship management, sales, digital tools proficiency
Preferred skills
Beraterpass 3 certification
Responsibilities
Advise customers on all financial matters, cultivate and expand the customer base, proactively approach potential clients, promote the bank's service portfolio, acquire new customers