Privatkundenberater (m/w/d)
Core
Provide individual financial advice and services to private customers on personal and digital levels, identifying needs and developing tailored solutions.
Role type
Private banking advisor
Builds
Financial products and services for private customers
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial product knowledge, customer needs analysis, solution development, joint consultation with specialists, project management, new customer acquisition, relationship building, event presentation, social media content creation
Preferred skills
Self-motivation, communication skills
Technologies
Digital banking platforms, social media tools
Responsibilities
Offer individual financial advice, identify customer needs, conduct joint consultations, acquire new customers, present the bank at events, create social media content
Seniority
Mid-level, experienced