Kundenberater/in (m/w/d) Finanzen
Core
Experienced financial advisors providing competent advice to customers on all matters related to finances and wealth building.
Role type
Customer-facing financial advisor
Builds
Individual financial solutions for existing customers
Domain
Finance / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, customer advisory, wealth building strategies
Preferred skills
Training in banking, investment, or insurance
Technologies
N/A
Responsibilities
Advising customers on financial and wealth-building questions, managing existing customer accounts, developing individual financial solutions
Seniority
Experienced