Digitaler Kundenberater Vermögensberatung (m/w/d)
Hybrid
Core
Digital financial advisor providing holistic wealth management and investment solutions via digital channels (video, phone, chat, email) to individual clients.
Role type
Digital wealth management advisor
Builds
Tailored financial solutions and investment strategies
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Digital communication proficiency, investment strategy development, relationship management, product portfolio knowledge
Preferred skills
Securities trading knowledge, initiative, sales-oriented mindset
Responsibilities
Advise clients on securities and investment matters via digital channels, develop individual investment strategies based on client goals and risk profile, build and nurture long-term client relationships, contribute to the evolution of digital advisory and sales methods