Description
The Private Customer Advisor advises private customers through digital channels such as telephone, video consulting, co-browsing, and e-mail on accounts, services, personal loans, insurance, and retirement-planning products. The role supports a defined customer pool, develops customer relationships, conducts sales-oriented advisory conversations, refers customers to specialized areas, and contributes to team performance. It requires banking or comparable training, digital-consulting expertise, personal-loan and retirement-planning knowledge, IDD certification, and strong customer focus. The position is available full-time and part-time.
