Kundenberater (m/w/d) - Geldanlage
Core
Personal financial advisor for investment, pension, and securities products, developing individual solutions and acquiring new clients.
Role type
Client advisor (investment)
Builds
Investment and pension solutions for retail clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial product knowledge, sales, relationship management, communication, service orientation
Preferred skills
Prior customer advisory experience, interest in financial services
Responsibilities
Advise existing customers on investments and pension, acquire new clients, support individual pension decisions, promote partner offers
Seniority
Entry to Mid-level