Description
The Private Customer Advisor advises private customers through digital channels such as phone, video consulting, co-browsing, and e-mail on current accounts, services, personal loans, insurance, and retirement provision products. The role manages customer pools, develops customer relationships, conducts appointment setting and closing-oriented advisory conversations, supports colleagues, and may assist with onboarding and deputy management tasks. Candidates need banking training or a comparable qualification, expertise in digital advisory and personal loans, IDD certification, strong sales and customer-orientation skills, and knowledge of financing and retirement provision. The position is available full-time or part-time.
