Privatkundenberater (m/w/d) medial und stationär (40-100%)
Core
Private banking advisor providing holistic, solution-oriented advice and support to a private customer portfolio, both in-branch and digitally.
Role type
Private banking advisor (IC)
Builds
Customer relationships and new customer acquisition for a private banking division
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales and acquisition skills, ability to schedule appointments, digital media proficiency, independent work capability
Preferred skills
banking training or equivalent qualification, experience in customer advisory
Responsibilities
Advise and support existing private customers, acquire new customers, collaborate with specialist advisors (securities, insurance, construction, real estate)