Individualkundenberater (m/w/d) - Direktvermittlung
Core
Digital financial advisor supporting private clients in achieving financial goals through digital channels.
Role type
Individual customer advisor (digital banking)
Builds
Individual solutions for asset management, securities trading, building savings, and insurance
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Digital advisory, Financial strategy development, Private client consulting, Sales affinity, Customer orientation, Digital tools proficiency
Responsibilities
Advise private clients via digital communication channels, Create individual solutions for investment and insurance, Develop sustainable financial strategies, Support clients in financial decisions, Introduce digital advisory instruments