Kundenberater (m/w/d) – Finanzen & Vermögensaufbau
Core
Personal and telephone support for customers, assisting in the development of individual financial and pension concepts.
Role type
Customer advisor (finance & wealth building)
Builds
Financial and pension concepts for individual clients
Domain
Financial services
Required skills
Communication, customer service, initiative, reliability, structured work approach
Preferred skills
Experience in customer service or sales
Responsibilities
Personal and telephone customer care, organizing and preparing customer meetings, supporting the development of individual financial and pension concepts
Seniority
Entry-level, open to career changers