Privatkundenberater (m/w/d)
Core
Provide individual financial advice and services to private customers on personal and digital levels, identifying needs and developing tailored solutions.
Role type
Private banking advisor (retail)
Builds
Financial products and services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, customer needs analysis, solution development, joint consultation with specialists, new customer acquisition, relationship management, project work, event presentation, social media content creation
Preferred skills
Self-motivation, communication skills
Technologies
Sparkassen financial concept
Responsibilities
Offer individual advice on financial products and services, identify customer needs and develop tailored solutions, conduct joint consultations with specialists, acquire new customers and build sustainable relationships, present the bank at events and create social media content
Seniority
Mid-level, experienced