Kundenberater (d/m/w), Regionales Beratungscenter Chemnitz
Hybrid
Core
Provide financial advice to private customers via digital media (phone, video, chat) and in-person regarding accounts, investments, insurance, and private loans.
Role type
Customer Advisor (Financial Services)
Builds
Standardized product portfolio and financial solutions for private clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, sales experience, EU investment advisor certification, business acumen, PC proficiency
Preferred skills
Cross-selling ability, customer orientation, analytical thinking, team collaboration
Technologies
Digital advisory platforms, omni-channel workstations