Individualkundenberater (m/w/d)
Core
Stationary sales advisor for private banking, advising on real estate, insurance, funds, and securities to build long-term customer relationships and acquire new clients.
Role type
Senior IC private banking sales advisor
Builds
Customer portfolios with diversified financial products
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
securities advisory, real estate investment, insurance products, funds, customer acquisition, portfolio management, omni-channel strategies, sales, relationship management
Preferred skills
Sparkassen or Bankfachwirt qualification, multi-year private customer sales experience, team player mindset, high organizational talent, result-oriented action
Technologies
Sparkassen Financial Planning Private, omni-channel tools
Responsibilities
Advise customers on tailored combinations of real estate, insurance, funds, and securities; build and maintain a network of potential and new clients; intensify customer retention through product expansion; utilize omni-channel strategies; achieve sales targets for the customer portfolio.
Seniority
Senior, hands-on IC