Privatkundenberater (w/m/d) digital oder stationär
Core
Provide holistic, case-closing advisory for private customers on investment and pension products via personal or digital channels.
Role type
Senior private banking advisor (investment & pension)
Builds
Investment and pension solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, pension planning, credit business with private clients, sales and acquisition techniques, digital media proficiency
Preferred skills
Network growth, customer relationship management, initiative
Responsibilities
Advise assigned customers on investment and pension products; consult via phone, video chat, or email; acquire new customers and grow the client base; conduct active and independent customer outreach.