Individualkundenberatung, Beratungscenter Winnenden
Core
Private banking advisor handling sales and service for private customers in deposits, consumer loans, and bundled services.
Role type
Individual customer advisor (private banking)
Builds
Consumer loan products, deposit accounts, and bundled service packages for private clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Consumer lending expertise, deposit management, bundled service knowledge, regulatory compliance (WpDVerOV §14), multi-channel sales, customer acquisition
Preferred skills
Bank specialist certification (Bankfachwirt), long-term private banking experience
Technologies
LBS, SV (bundled services)
Responsibilities
Manage private customer segment for deposits and consumer loans, execute targeted acquisition campaigns, guide customers to digital channels, maintain holistic advisory relationships
Seniority
Mid-level, experienced IC