Bankkaufmann (m/w/d) für die Region Unna
Core
Private banking advisor serving individual customers in the Unna region, focusing on relationship management, customer acquisition, and holistic financial guidance.
Role type
Private banking advisor (IC)
Builds
Personalized financial solutions and customer relationships for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, customer acquisition, holistic financial consulting, cross-selling, digital banking adoption
Preferred skills
Knowledge of life-cycle financial planning, digital transformation in banking
Responsibilities
Managing assigned private customer portfolios, acquiring new customers, conducting comprehensive financial consultations, guiding customers toward digital banking solutions, identifying customer needs across life stages and applying cross-selling strategies