Privatkundenberater/in (m/w/d)
Core
Providing holistic financial advice and acquiring new private customers at a regional savings bank branch.
Role type
Private banking advisor (IC)
Builds
Individual financial solutions for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Bank training, customer acquisition, holistic financial planning, digital media proficiency
Responsibilities
Develop individual solutions with customers, contribute to sales targets, refer clients to specialized advisors, acquire new customers