Kundenbetreuer (m/w/d) Investment - Direktvermittlung
Core
Customer advisor for investment products, serving clients and external sales partners via phone and email to provide financial solutions and product recommendations.
Role type
Customer service representative (investment)
Builds
Financial products and services for individual clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Investment knowledge, communication skills, empathy, sales ability, digital tools proficiency
Responsibilities
Acquire and support clients and partners via phone/email, clarify investment needs, recommend products and services, adapt processes to customer needs