Privatkundenberater (m/w/d)
Core
Providing holistic investment and pension advice to assigned private customers, acquiring new clients, and consulting via all media channels.
Role type
Private banking advisor (investment & pension)
Builds
Investment and pension products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advice, pension planning, client acquisition, multi-channel consulting
Preferred skills
Customer orientation
Technologies
Telephone, video chat, email
Responsibilities
Holistic customer advisory, new customer acquisition, multi-channel consulting
Seniority
Mid-level, experienced sales professional