Kundenberater/in in der Finanzberatung (m/w/d)
Core
Central point of contact for customers, accompanying them on financial decisions, developing individual solutions, and building long-term customer relationships.
Role type
Financial advisor (customer consultant)
Builds
Individual financial solutions and strategies for clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Communication, independent work, responsibility, interest in finance, motivation
Preferred skills
Prior experience in finance, specialization in corporate business
Responsibilities
Advise customers on finance, provision, and security; Prepare and conduct structured consultation and strategy meetings; Analyze individual situations and develop suitable concepts; Build and maintain a personal customer portfolio; Maintain long-term customer relationships; Use digital tools for preparation, structure, and documentation