Privatkundenberater (m/w/d) in Wörth a. d. Donau
Core
First point of contact for private banking customers, identifying potential and sales opportunities across active, passive, and bundled business segments.
Role type
Private banking advisor (IC)
Builds
Tailored product solutions for private customers
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Banking qualification, customer advisory experience, sales orientation, communication skills, negotiation skills
Preferred skills
None stated
Technologies
None stated
Responsibilities
Serve as the primary contact for customers, identify sales opportunities from service contacts or referrals, consult on tailored product solutions during sales campaigns
Seniority
Entry to Mid-level