CareerPlan

Bankkaufmann / Versicherungskaufmann als Senior-Kundenberater (w/m/d) Mönchengladbach

Mönchengladbach, NORDRHEIN_WESTFALENFull-time2023-03-03 → 2026-11-04

Core

Senior customer advisor providing comprehensive financial planning and credit solutions for private clients.

Role type

Senior IC financial advisor (banking)

Builds

Tailored financial products and credit solutions for private customers

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Financial planning, Credit advisory, Customer acquisition, Relationship management, Needs analysis, Sales

Preferred skills

C1 German language proficiency, Team collaboration, Service orientation