Komfortkundenberater medial (m/w/d)
Hybrid
Core
Provide personalized financial advice and sales support to private customers across multiple channels, including digital and in-person interactions.
Role type
Senior IC relationship manager (private banking)
Builds
Customer relationships and sales of financial products
Domain
Banking / Wealth Management
Required skills
Private customer advisory, multi-channel communication, sales of financial products, account management, contract processing, risk assessment
Preferred skills
Experience with digital tools, MS Office, OSP system
Technologies
OSP, MS Office
Responsibilities
Conduct holistic customer advisory and multi-channel support, develop and acquire new customers, advise on securities and student accounts, manage account operations and contract creation, perform control activities and risk checks
Seniority
Mid-level, hands-on IC