Kundenberater:in für individuelle Kunden (m/w/d)
Core
Provide holistic financial consulting and sales for individual customers, focusing on asset building, securities, and cross-selling opportunities.
Role type
Individual customer financial advisor
Builds
Financial products and securities for retail clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Securities consulting, asset building, cross-selling, contract management, regulatory compliance (WpHG), savings and loan business knowledge
Preferred skills
Team collaboration, solution-oriented consulting, active listening, training readiness
Technologies
Multi-channel solutions, banking software
Responsibilities
Conduct holistic consulting for individual customers, identify and execute cross-selling opportunities, advise on securities and asset building, acquire new customers, create contracts, implement service standards