Kundenberater - Bankwesen / Privatkunden / Sparkasse (m/w/d)
Core
Develop individual financial strategies for private customers and provide holistic advice on securities, loans, and pension solutions.
Role type
Private banking advisor (retail)
Builds
Financial products and advisory services for private individuals
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial strategy development, Securities advice, Loan advisory, Pension planning, Customer acquisition, Sales targets management, Team collaboration
Preferred skills
Building savings (Bausparen) knowledge, Pension planning expertise
Technologies
None stated
Responsibilities
Develop individual financial strategies for private customers, Identify new market potential and acquire new customers, Manage the entire consulting process from appointment to closing, Collaborate with insurance and securities experts
Seniority
Junior to Mid-level, 1-2 years experience