(Junior-) Privatkundenberater:in in Isselhorst
Core
Provide comprehensive financial advice and build long-term relationships with private customers and members to find optimal financial solutions for their life planning.
Role type
Junior private banking advisor
Builds
Personalized financial solutions and customer relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, relationship management, cross-selling, customer acquisition, communication, sales orientation
Responsibilities
Advise customers on individual financial needs, build and maintain trust-based customer-bank relationships, act as a contact person for all financial questions, schedule appointments, conduct care and occasion-based conversations, acquire new customers