Privatkundenberatung Filiale Gottmadingen (m/w/d) in Teilzeit (ab 80%) bis Vollzeit
Core
Private banking advisor providing holistic, individual financial solutions and product recommendations to assigned private customers.
Role type
Private banking advisor (IC)
Builds
Financial products and services for private customers
Domain
Banking / Private Wealth Management
Deliverable
product features
Required skills
Financial product knowledge, customer relationship management, sales and closing, digital channel adoption, cross-selling and referral, compliance with sales standards
Preferred skills
Prior experience at a Sparkasse or bank, strong customer orientation, initiative, digital literacy
Responsibilities
Advise assigned private customers on financial needs and goals, develop tailored solutions from the product portfolio, identify and close sales opportunities, promote digital banking channels, refer customers to specialized advisors (wealth, mortgage), maintain and grow long-term customer relationships
Seniority
Entry to Mid-level, hands-on IC