Kundenberater Digital Banking (m/w/d)
Core
Digital customer advisor for private banking clients, providing holistic financial advice and developing individual investment strategies via digital channels.
Role type
Digital customer advisor (private banking)
Builds
Individual financial solutions and investment strategies for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Investment strategy development, Digital communication tools, Securities trading knowledge, Sales potential identification
Preferred skills
Bankfachwirt qualification, Advanced digital media affinity, Innovative consulting concepts
Responsibilities
Advise private clients via video, phone, chat, and email; Analyze financial situations and develop tailored solutions; Support clients in securities and investment areas; Identify and utilize sales opportunities; Contribute to the development of digital consulting processes