Teamleiter (d/m/w) Beratungscenter Privatkunden
Core
Leading a team in a private banking advisory center to drive sales success and develop digital private customer advisory formats.
Role type
Team Lead, Private Banking Advisory Center
Builds
Digital advisory formats (phone, video, screen-sharing, chat) and sales performance for private customers
Domain
Banking / Private Wealth Management
Required skills
Team leadership, sales management, digital advisory tools, regulatory compliance, credit analysis, coaching
Preferred skills
IDD certification, AnsFuG certification, AI tool usage
Responsibilities
Lead team professionally and disciplinarily, plan and control sales targets, drive digital advisory channels, ensure regulatory compliance in securities/pension/credit business, collaborate with other private banking units
Seniority
Mid-Senior, Hands-on Manager