Kundenberater Digital Banking (m/w/d)
Hybrid
Core
Digital banking consultant advising private clients on financial solutions and investment strategies via video, phone, chat, and email.
Role type
Digital banking consultant (private client advisory)
Builds
Individual financial solutions and investment strategies for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, digital communication channels, financial analysis, sales potential identification
Preferred skills
Bankfachwirt qualification, securities trading knowledge
Technologies
Video, phone, chat, email
Responsibilities
Advise private clients holistically via digital channels, analyze financial situations, develop investment strategies, identify sales opportunities, contribute to digital advisory process development