Privatkundenberater (m/w/d) in Hildesheim
Core
Provide holistic, needs-based financial advice and support to private customers, developing tailored financial, pension, and investment concepts.
Role type
Senior Private Banking Advisor (IC)
Builds
Sustainable customer relationships and new customer acquisition for a regional savings bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, sales, customer relationship management, financial analysis, advisory
Preferred skills
Sparkassenfachwirt qualification, digital development interest
Technologies
None stated
Responsibilities
Analyze individual financial situations, develop financial and investment concepts, build and expand customer relationships, participate in sales actions and projects
Seniority
Experienced, hands-on IC