(Junior-) Privatkundenberater:in in Barkhausen ( min. 30h/ Woche)
Core
Private banking advisor providing holistic financial advice and relationship management for individual customers and members.
Role type
Junior private banking advisor
Builds
Financial solutions and products for private customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, relationship management, cross-selling, customer acquisition, communication, sales
Responsibilities
Advise customers on individual financial needs, build and maintain long-term customer relationships, act as a contact for all financial questions, schedule appointments, conduct occasion-based conversations, acquire new customers