Privatkundenberater (m/w/d)
Hybrid
Core
Private banking advisor providing comprehensive financial advice to individual customers, acquiring new clients, and representing the cooperative financial institution.
Role type
Private banking advisor
Builds
Financial advisory services and client acquisition for a cooperative financial institution
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, client acquisition, customer relationship management, financial product knowledge, clear communication of financial topics
Preferred skills
Prior experience in private banking advisory, confident demeanor
Technologies
None stated
Responsibilities
Provide holistic financial advice across all customer needs, acquire new customers and members, represent the institution externally
Seniority
Entry to Mid-level