Privatkundenberater (m/w/d) Aufstiegschancen nach der Ausbildung!
Core
Provide holistic, needs-oriented financial advice to assigned private customers using the Sparkassen financial concept, focusing on insurance, pension planning, and regular savings.
Role type
Private banking advisor (retail)
Builds
Customer relationships and business volume for private clients
Domain
Banking / Financial services
Deliverable
client delivery
Required skills
Customer relationship management, sales and acquisition, negotiation, communication
Preferred skills
Experience in customer service and sales
Technologies
Sparkassen financial concept
Responsibilities
Assess customer needs and refer complex cases to specialists, strengthen and expand existing customer connections, acquire new customers, increase business volume and revenue potential
Seniority
Entry-level (post-training)