Individualkundenberatung, Beratungscenter Schorndorf
Core
Private banking advisor handling sales and acquisition for private customers in deposits, consumer loans, and bundled services.
Role type
Individual customer advisor (private banking)
Builds
Sales of financial products and services for private clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Private banking sales, consumer loans expertise, customer acquisition, relationship management, risk awareness
Preferred skills
Bankfachwirt certification, long-term experience in private banking
Technologies
None stated
Responsibilities
Manage private customer segment with focus on sales, conduct targeted acquisition campaigns, guide customers to digital channels, maintain comprehensive advisory portfolio
Seniority
Mid-level, experienced IC