Kundenbetreuer (m/w/d) mit dem Schwerpunkt Geldanlage
Hybrid
Core
Personal advisory and relationship management for customers in securities, investment, and deposit business.
Role type
Client Advisor (Investment Focus)
Builds
Customer relationships and investment solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Securities knowledge, Investment products, Deposit products, Financial advisory, Customer relationship management, Sales
Preferred skills
Fund solutions experience
Responsibilities
Provide personal financial advice to customers, Expand existing customer relationships, Consult on securities and investment products, Promote partner bank offers