Finanzberater/in (m/w/d) gesucht, auch Quereinsteiger willkommen
Hybrid
Core
Providing financial advice and customer support to build and maintain client relationships.
Role type
Financial Advisor
Builds
Financial advisory services for clients
Domain
Finance and Insurance
Deliverable
client delivery
Required skills
Customer relationship management, Communication, Self-management, Adaptability, Reliability
Responsibilities
Consulting and supporting customers, Conducting phone and in-person conversations, Building and maintaining client relationships, Organizing and planning appointments, Collaborating with the team and supporting projects