Bankberater - Finanzierung / Geldanlage (m/w/d)
Core
Advise customers on financial life phases including investments, financing, and insurance to create tailored financial concepts.
Role type
Senior IC financial advisor
Builds
Customized financial solutions for private and business customers
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial planning, relationship building, cross-selling, insurance knowledge, mortgage/real estate financing, digital advisory
Preferred skills
First customer advisory experience, sales mindset, team collaboration
Responsibilities
Analyze customer goals and develop financial concepts, identify cross-selling opportunities, utilize specialist networks for complex topics like mortgages and insurance, provide comprehensive financial orientation personally and digitally