Kundenberater
Core
Holistic advisory for private customers in savings, investment, and pension planning, including portfolio management and customer acquisition.
Role type
Private banking advisor (retail)
Builds
Customer relationships and banking solutions for private individuals
Domain
Retail banking / Wealth management
Deliverable
client delivery
Required skills
Private banking advisory, sales of basic banking products, customer relationship management, digital banking guidance
Preferred skills
Experience in banking advisory and sales
Technologies
Digital banking platforms
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