Kundenberater (d/m/w), Regionales Beratungscenter Mainz
Core
Telephone and video-based financial advisor selling securities products up to risk class 4 and cross-selling to demanding customer groups.
Role type
Senior IC customer advisor (financial services)
Builds
Financial service products and customer relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Securities product knowledge, sales techniques, customer relationship management, regulatory compliance, business acumen, PC proficiency
Preferred skills
Commercial training background, cross-selling experience, analytical thinking, high motivation
Technologies
PC, proprietary advisory systems