Kundenberater (m/w/d)
Hybrid
Core
Personal financial advisor serving customers in the Munich Northwest region, creating tailored financial concepts for individuals and businesses.
Role type
Customer advisor (financial services)
Builds
Individual financial solutions for private and corporate clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial planning, relationship management, negotiation, sales, digital communication
Responsibilities
Provide personal financial advice, create tailored investment and financing concepts, manage and acquire customer relationships, conduct consultations in person and digitally
