Kundenberater/in (m/w/d)
Core
Provide holistic financial advice and wealth planning to customers via in-person, phone, and digital channels.
Role type
Customer advisor (financial services)
Builds
Financial products and wealth planning solutions
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial sales, customer consultation, online and mobile banking promotion, new customer acquisition, long-term customer retention
Preferred skills
Communication skills, proactive approach, adaptability to new technologies