Privatkundenberater im Bankwesen (m/w/d)
Core
Provide comprehensive advisory services to private banking customers, preparing and conducting consultations, and executing sales strategies.
Role type
Private banking advisor (IC)
Builds
Banking products and services for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Private customer advisory, sales strategy execution, relationship management, process compliance, digital media affinity
Preferred skills
Prior experience in private customer care, WpHG advisor qualification
Responsibilities
Prepare and conduct customer consultations, develop and implement sales strategies, maintain and expand customer relationships, monitor guidelines and quality standards