Privatkundenberater (m/w/d)
Hybrid
Core
Holistic advisory for private customers on investments, private loans, insurance, and mortgage financing.
Role type
Private banking advisor (IC)
Builds
Standardized financial products and services for private individuals
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Customer needs analysis, sales of standardized financial products, new customer acquisition, professional client communication
Preferred skills
Banking vocational training, Bankfachwirt certification, prior experience in banking
Technologies
N/A
Responsibilities
Advise customers on investments, private loans, insurance, and mortgage financing; analyze customer needs; acquire new customers; serve as the primary contact for all private banking matters
Seniority
Entry to Mid-level, hands-on IC