Digitaler Kundenberater (m/w/d) – Werde Teil unseres BeratungsCenters
Core
Digital financial advisor providing holistic advice to individual customers via digital channels (video, chat, phone, email) and developing tailored investment strategies.
Role type
Digital financial advisor (individual client focus)
Builds
Customized financial solutions and investment strategies for individual clients
Domain
Banking and financial services
Required skills
Digital communication, investment strategy development, customer relationship management, sales-oriented consulting, initiative, teamwork
Preferred skills
Securities knowledge, additional banking qualifications (e.g., Bankfachwirt), experience with digital media
Technologies
Video, Chat, Phone, E-Mail
Responsibilities
Advise individual customers holistically via digital channels, develop tailored financial solutions from the product portfolio, create individual investment strategies aligned with client goals and risk appetite