Beratung Privatkunden
Core
Conducting client consultations based on cooperative advisory philosophy to manage investments, insurance, and financing.
Role type
Private client financial advisor
Builds
Investment, insurance, and financing solutions for private clients
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Client consultation, investment management, insurance planning, financing solutions, sales signal recognition, appointment scheduling, client portfolio management
Preferred skills
Financial industry experience, holistic advisory knowledge, independence, decision-making confidence, empathy, communication skills