Privatkundenberater (m/w/d) VB Next Herten
Core
Private banking advisor providing digital and personal financial advice to individuals with up to €200,000 in assets.
Role type
Private banking advisor
Builds
Tailored financial solutions and customer acquisition for a regional Volksbank
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial needs analysis, customer acquisition, relationship management, digital banking support, sales
Preferred skills
Banking app proficiency, modern digital work environment adaptability
Responsibilities
Conduct financial needs analysis, develop tailored financial solutions, acquire new customers, manage existing customer relationships, provide digital banking support
Seniority
Junior to Mid-level, hands-on IC