Kundenberater (m/w/d) – unbefristete Festanstellung
Core
Provide holistic, needs-based advisory solutions for private clients in the areas of investment, banking, and financial products.
Role type
Private banking advisor (investment focus)
Builds
Individual financial solutions for private clients
Domain
Banking and financial services
Deliverable
product features
Required skills
Investment advisory, portfolio management, sales of financial products, securities trading, customer acquisition, cross-selling
Preferred skills
Experience in banking or financial services, enthusiasm for sales and direct customer contact
Technologies
Banking software, video conferencing tools
Responsibilities
Advise private clients on investment and banking products, manage and grow assigned customer portfolios, acquire and support new clients, identify sales opportunities, handle standard securities trading services
Seniority
Entry-level to mid-level