Berater (m/w/d) Privatkunden
Core
Personal banking advisor serving members and customers of a cooperative bank, providing holistic financial advice and acquiring new clients.
Role type
Private banking advisor (IC)
Builds
Financial services and advisory solutions for individual clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial advisory, sales, media literacy, professional communication
Preferred skills
None stated
Technologies
None stated
Responsibilities
Serve as primary contact for customers and members on all financial matters; provide holistic financial advice (personal and digital); maintain existing client relationships; acquire new customers
Seniority
Entry-level to Mid-level