Privatkundenberater (m/w/d)
Core
Personal financial advisor supporting customers through all life phases with holistic advice on accounts, savings, investments, insurance, housing, and loans.
Role type
Senior IC private banking advisor
Builds
Long-term customer relationships and new customer acquisition
Domain
Banking / Personal Finance
Deliverable
client delivery
Required skills
Financial planning, customer relationship management, sales, risk assessment, regulatory compliance
Preferred skills
Empathy, communication, teamwork, independent work
Technologies
Online banking platforms, CRM systems
Responsibilities
Analyze customer needs and life goals, develop individual investment strategies, provide financing solutions for housing and consumption, optimize insurance and pension plans, manage daily payment transactions, acquire new customers
Seniority
Mid-level, hands-on IC