Bankkaufmann / Versicherungskaufmann als Kundenberater...
Core
Customer advisor for private banking and insurance, providing personalized financial advice and product recommendations.
Role type
Customer-facing sales advisor (banking/insurance)
Builds
Financial products and insurance solutions for private customers
Domain
Banking and Insurance
Deliverable
product features
Required skills
Financial advisory, customer acquisition, relationship management, sales, risk assessment, product knowledge
Preferred skills
Empathy, long-term customer relationship building, cross-selling
Responsibilities
Understand customer financial needs, advise on savings and credit products, acquire new customers, retain existing clients