Individualkundenberater (m/w/d)
Core
Financial advisor and relationship manager for private banking customers, offering holistic solutions across savings, loans, insurance, and real estate.
Role type
Senior Individual Customer Advisor (Private Banking)
Builds
Long-term customer relationships and comprehensive financial solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Holistic financial consulting, customer acquisition, needs analysis, sales target management, product referral
Preferred skills
Empathy, organizational talent, goal-oriented approach
Technologies
S-Finanzkonzept
Responsibilities
Proactively contact existing customers to identify potential and expand the client base, provide holistic financial advice covering investments, loans, insurance, and real estate, develop tailored solutions using the S-Finanzkoncept, achieve personal sales targets, identify customer needs and refer to specialists for complex products, acquire new customers and build relationships