Financial Services Consultant (m/w/d)
Hybrid
Core
Provide comprehensive financial consulting and service for private and business customers, including account management, loan processing, and investment advice.
Role type
Financial Services Consultant
Builds
Long-term customer relationships and individual financial solutions
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Customer relationship management, financial product knowledge, sales and negotiation, MS Office proficiency
Responsibilities
Process account openings and transfers, analyze customer needs, advise on savings and investment options, support loan applications, contribute to internal process optimization and sales targets