Bankkaufmann - Privatkundenberater (m/w/d)
Core
Private banking advisor serving 100,000 customers across all life phases, providing holistic financial advice and building long-term relationships.
Role type
Private banking advisor (IC)
Builds
Personalized financial solutions including accounts, savings, investments, insurance, mortgages, and consumer loans.
Domain
Banking / Private Wealth Management
Deliverable
product features
Required skills
Financial analysis, relationship building, sales, customer service, product knowledge, goal setting, independent work, teamwork, communication
Preferred skills
Empathy, passion for people, proactive approach, flexibility
Technologies
Online banking, digital channels, CRM systems
Responsibilities
Analyze customer needs and life goals, develop individual investment strategies, provide mortgage and loan financing advice, optimize insurance and pension solutions, acquire new customers, support daily payment transactions.
Seniority
Entry-level to Mid-level, hands-on IC