Privatkundenberater (m/w/d)
Core
Personal and digital financial advisory for private customers and members, including acquisition and relationship management.
Role type
Private banking advisor (IC)
Builds
Financial products and services for private clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial needs analysis, customer acquisition, digital channel management, relationship management, marketing campaign execution, stakeholder engagement
Preferred skills
Further education in banking (Bankfachwirt), adaptability to digital transformation, media flexibility
Technologies
Online banking, VR-BankingApp, video, telephone, chat, analytical tools