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 digital banking solutions for private customers
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial product knowledge, customer relationship management, sales and closing, digital channel adoption, referral management
Preferred skills
Prior experience at a Sparkasse or bank, strong customer orientation, initiative
Technologies
Banking consultation systems, digital banking applications
Responsibilities
Advise assigned private customers on financial needs and goals, develop tailored solutions from the product portfolio, identify and close additional sales opportunities, promote digital banking channels, refer customers to specialized advisors (wealth, mortgage), maintain and grow long-term customer relationships