Kundenberater (m/w/d)
Core
Active and sales-oriented management of an assigned private client portfolio, providing holistic advice on all banking products including digital offerings, securities advice, and asset allocation.
Role type
Private banking advisor (sales-focused)
Builds
Long-term client relationships and new customer acquisition for a cooperative bank in West Saxony
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Securities advice, sales strength, closing capability, negotiation skills, initiative
Preferred skills
Bank clerk training, Bank specialist qualification (Bankfachwirt)