Baufinanzierungs- und Anlageberater (m/w/d)
Core
You are the contact person for all financial topics our customers are concerned with, identifying potential and developing tailored solutions together with the customer.
Role type
Investment and Mortgage Advisor
Builds
Tailored financial solutions for customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, Mortgage financing, Solution design, Customer relationship building, Financial communication
Preferred skills
Experience in investment advisory or mortgage financing, Willingness to learn new topics
Technologies
None stated
Responsibilities
Act as the contact person for all financial topics, Identify customer potential, Develop tailored solutions with customers
Seniority
Entry to Mid-level, hands-on IC