Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic digital and occasional in-person financial advice on loans, accounts, savings, insurance, and investments to assigned customers.
Role type
Private banking advisor (digital advisory)
Builds
Digital advisory solutions and customer acquisition for Sparkasse Jena-Saale-Holzland
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Private banking knowledge, sales and acquisition, digital tools affinity, communication and persuasion, regulatory knowledge
Preferred skills
Securities and insurance product affinity, willingness to learn and adapt to digital changes
Technologies
Digital advisory platforms and tools
Responsibilities
Holistic care of assigned private customers across all financial topics, digital consultation via platforms from first contact to closing, analyzing customer needs and developing tailored digital-supported solutions, actively identifying and acquiring uncommitted customers, contributing to the development of the digital advisory offering, collaborating with the digital advisory center team and stationary branches
Seniority
Mid-level, experienced professional