Individualkundenberater (m/w/d) in Reutlingen gesucht
Core
Providing holistic financial advice to private clients on asset planning, consumer financing, and insurance.
Role type
Private banking advisor
Builds
Long-term client relationships and comprehensive financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset planning, consumer financing, insurance, client acquisition, relationship management
Preferred skills
Mobile working, team collaboration
Technologies
Digital advisory tools
Responsibilities
Personal and digital advice on asset planning, consumer financing, and insurance; Managing existing client contacts and acquiring new clients; Collaborating with colleagues on financing questions