Privatkundenberatung Filiale Gottmadingen (m/w/d) in Teilzeit (ab 80%) bis Vollzeit
Core
Private banking advisor providing holistic financial solutions and product recommendations to individual customers at a branch office.
Role type
Private banking advisor (IC)
Builds
Financial products and services for private clients
Domain
Banking / Private Wealth Management
Deliverable
product features
Required skills
Financial product knowledge, customer relationship management, sales and closing, digital channel adoption, referral management, compliance standards
Preferred skills
Prior experience at a Sparkasse or bank, strong service orientation, entrepreneurial mindset, digital proficiency
Responsibilities
Advise assigned private customers holistically and individually, identify customer needs and develop tailored solutions from the product portfolio, utilize consultation opportunities to identify additional sales potential, promote digital offerings and direct channels, refer customers to wealth management or specialized partners, implement sales and advisory standards, maintain and develop long-term customer relationships