Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic advice on savings, investments, loans, and insurance products to retail customers.
Role type
Private banking advisor
Builds
Savings and investment products, loans, insurance policies
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
Financial product knowledge, customer acquisition, relationship management, needs analysis
Preferred skills
Communication, independence, service orientation