Anlageberater/in
Core
Active sales and advisory role for securities and insurance products, including standard residential financing, serving individual and service customers.
Role type
Retail financial advisor (securities and insurance)
Builds
Financial products (securities, insurance, residential loans) for individual customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Securities trading expertise, insurance product knowledge, residential financing, customer acquisition, online banking platform guidance, negotiation, self-organization
Preferred skills
Commercial training background, digital trend awareness, flexibility