Individualkundenberater (m/w/d)
Core
Personal financial advisory for individual clients, covering securities and insurance products.
Role type
Individual customer advisor (financial services)
Builds
Sustainable client relationships and client portfolios
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial advisory, securities trading, insurance sales, digital banking tools, client relationship management
Responsibilities
Holistic care and advisory of a personal client base, Financial advisory across all areas including securities and insurance, Building and maintaining long-term client relationships, Taking responsibility for the results of the client portfolio