Privatkundenberater (m/w/d) Beratungscenter Oranienburg, Standort: Gransee oder Zehdenick
Core
Provide holistic financial advice to private customers, proactively identify consulting needs, and support wealth building and savings goals.
Role type
Private banking advisor
Builds
Financial solutions and wealth management strategies for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, proactive customer acquisition, wealth management, relationship building, specialist coordination
Preferred skills
Banking qualification, advisory certification
Technologies
Banking products and services
Responsibilities
Advise private customers on financial solutions, proactively approach customers to identify consulting needs, support customers in achieving savings goals, coordinate with specialists for complex needs, represent cooperative bank values
Seniority
Entry to Mid-level, individual contributor