Berater/-in (m/w/d) Kundenberatung
Core
Provide holistic, needs-oriented financial advice to customers, particularly in the funds area, and act as a relationship manager to build long-term loyalty.
Role type
Customer-facing financial advisor (relationship manager)
Builds
Customer relationships and digital adoption within a retail banking branch
Domain
Retail banking / Financial services
Deliverable
client delivery
Required skills
Financial advisory, relationship management, marketing and sales promotion, digital banking adoption, initiative, teamwork, flexibility
Preferred skills
Experience in the financial services industry, open to change
Technologies
Digital banking tools
Responsibilities
Advise customers on financial matters and funds, win customers for marketing and sales actions, build long-term customer loyalty, guide customers toward digital banking solutions