Privatkundenberater in Voll- oder Teilzeit (m/w/d)
Hybrid
Core
Long-term advisory and sales of financial products for private clients, including investments, loans, and insurance.
Role type
Private banking advisor (sales & advisory)
Builds
Financial solutions for private individuals
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial advisory, sales, customer relationship management, needs analysis, communication
Preferred skills
Banking qualification (Bankfachwirt/Bankbetriebswirt), insurance knowledge, private banking experience
Technologies
None stated
Responsibilities
Conduct comprehensive financial advice for private clients, sell standardized financial services, build and maintain long-term client relationships, analyze customer needs to develop tailored solutions, act as the primary contact for private banking inquiries.
Seniority
Entry to Mid-level