Privatkundenberater (m/w/d)
Core
Private banking advisor responsible for holistic customer advice on savings, investments, loans, and insurance products, including new customer acquisition and relationship management.
Role type
Private banking advisor (IC)
Builds
Savings and investment products, loans, insurance solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer advisory, new customer acquisition, relationship management, product knowledge (savings, investments, loans, insurance)
Preferred skills
Service orientation, independent action, strong communication
Technologies
Banking software systems
Responsibilities
Advise customers on savings, investments, loans, and insurance; acquire new customers through active referral management; maintain existing customer relationships; identify customer potential and make necessary transitions.