Kundenberater in der Finanzberatung (m/w/d)
Core
Central point of contact for customers, accompanying them in financial decisions and developing individual solutions.
Role type
Customer advisor in financial consulting
Builds
Individual financial solutions and long-term customer relationships
Domain
Financial services
Deliverable
client delivery
Required skills
Communication, financial analysis, relationship building, structured consulting, digital tool usage
Responsibilities
Advise customers on finance, provision, and insurance; Prepare and conduct structured consulting and strategy sessions; Analyze individual situations and develop suitable concepts; Build and maintain a personal customer portfolio; Maintain long-term customer relationships; Use digital tools for preparation, structuring, and documentation