Individualkundenberater (m/w/d)
Core
Provide holistic, success-oriented financial advice to assigned individual customers using the Sparkassen financial concept, including sales of standardized products and routine tasks.
Role type
Individual customer advisor (financial services)
Builds
Financial products (active, passive, bundled) and credit solutions for private clients
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Investment advisory, credit decisioning, product knowledge, customer acquisition, structured work, sales orientation
Preferred skills
Higher education degree, initiative, flexibility, teamwork, service orientation
Technologies
Sparkassen financial concept, Tableau credit decisioning competencies