Finanz- und Versicherungsexperte (m/w/d) – Kundenberatung
Core
Providing personalized financial and insurance advice to existing clients to build long-term relationships.
Role type
Financial and insurance consultant (client-facing)
Builds
Tailored financial and insurance solutions for individual clients
Domain
Banking and Insurance
Deliverable
client delivery
Required skills
Financial and insurance product knowledge, client relationship management, needs analysis, solution design, independent work
Preferred skills
Prior experience in banking or insurance industry
Technologies
None stated
Responsibilities
Conducting personalized consultations on financial and insurance topics, managing and developing an existing client portfolio, analyzing individual client needs, establishing long-term client relationships
Seniority
Entry to Mid-level, individual contributor