Finanzberater/in (m/w/d)
Core
Provide active financial advice and customer care to assigned clients using cooperative banking principles, conduct holistic needs-based conversations, and acquire new customers.
Role type
Financial Advisor
Builds
Financial advisory services and customer care
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, customer acquisition, holistic needs analysis, communication, teamwork, self-management
Preferred skills
Continuous learning, flexibility, responsibility
Technologies
None stated
Responsibilities
Conduct holistic, needs-based customer conversations; Acquire new customers according to business goals; Ensure quality of advisory and care; Handle administrative tasks related to customer care; Refer complex cases to specialists.