Bankkaufmann/-frau
Core
Active sales and comprehensive advisory for individual and service customers, focusing on securities and insurance products based on systematic customer analysis.
Role type
Retail banking advisor (securities and insurance)
Builds
Financial products and services for private clients
Domain
Banking / Financial Services
Deliverable
product features
Required skills
securities trading expertise, customer acquisition, negotiation, online banking platform guidance, self-organization
Preferred skills
systematic customer analysis, digital trend awareness, flexible work style
Responsibilities
Active sales of securities and insurance products, advisory for individual and service customers, acquisition of new customers, guidance on online banking platforms
Seniority
Entry-level to Mid-level