Kundenberater Vorsorge (m/w/d) – unbefristet, Vollzeit
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, Securities trading experience, High communication skills, Negotiation skills, Closing skills
Preferred skills
Training as Savings Specialist (Vorsorgefachmann/-frau), Sparkassen or Bank Specialist certification