Privatkundenberater (m/w/d)
Core
Private banking advisor responsible for consulting and managing assigned customers, acquiring new clients, and selling banking and investment products.
Role type
Private banking advisor (sales & relationship management)
Builds
Banking products, investment products, and savings solutions for private clients
Domain
Banking and Finance
Deliverable
client delivery
Required skills
customer advisory, sales of banking products, sales of investment products, client relationship management, communication, persuasion, goal orientation
Preferred skills
proven experience in customer advisory, securities knowledge (Sachkunde)
Responsibilities
Advise and manage assigned customers, acquire new customers, sell banking and investment products, close deals tailored to customer needs