Finanzplaner - Bankprodukte / Wertpapiere / Kundenberatung (m/w/d)
Hybrid
Core
Advise customers on bank products, securities, private loans, and attractive cooperative financial products to build existing relationships or acquire new ones.
Role type
Financial planner (bank products/securities/customer advisory)
Builds
Customer advisory services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer advisory, securities investment, private lending, empathetic communication, German language proficiency
Preferred skills
Bankfachwirt qualification
Technologies
Video consultation tools
Responsibilities
Advise customers on bank products and securities, present tailored investment opportunities, expand customer relationships, contribute to projects involving customers and network partners