Individualkundenberater*in (m/w/d)
Core
First point of contact for individual customers, providing comprehensive financial advice and building long-term relationships.
Role type
Individual customer advisor (banking)
Builds
Long-term, trusted customer relationships and financial portfolios
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, customer relationship management, sales, digital application proficiency
Preferred skills
Practical experience in customer advisory, additional qualifications in banking
Responsibilities
Advise customers on financial matters including securities and insurance, manage a fixed circle of individual customers, ensure economic results of the customer portfolio
Seniority
Entry to Mid-level, individual contributor