Kundenberater Vorsorge (m/w/d) – unbefristet, Vollzeit
Hybrid
Core
Active customer advisory and relationship management in the savings and securities (Wertpapier) sector.
Role type
Customer Advisor (Savings & Securities)
Builds
Long-term customer relationships and portfolio solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Knowledge of passive and bundled business, Communication, Negotiation, Closing skills, Self-organization
Preferred skills
Experience in securities business, Sparkassen or Bankfachwirt certification
Responsibilities
Active care and advisory on savings and securities topics, Expansion and maintenance of long-term customer relationships, Advisory on passive and bundled business, Independent organization of work processes, Participation in customer-related projects
Seniority
Entry to Mid-level