Berater (m/w/d) Privatkunden
Core
Private banking advisor serving individuals in the Altmark region with savings, investments, loans, and insurance products.
Role type
Private banking advisor (IC)
Builds
Personalized financial solutions for private clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
holistic customer advisory, new customer acquisition, relationship management, needs analysis
Preferred skills
prior experience in financial advisory or sales, strong communication skills
Technologies
digital banking solutions
Responsibilities
Advise customers on savings, investments, loans, and insurance; acquire new customers through referral management; maintain existing client relationships; identify customer potential and cross-sell opportunities