Individualkundenberater (m/w/d) - Direktvermittlung
Core
Provide holistic financial advice to private clients via digital channels, covering investments, securities, mortgage savings, insurance, and private loans.
Role type
Financial advisor (private banking)
Builds
Individual financial strategies and long-term client relationships
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Holistic client advisory, sales and closing, digital affinity, negotiation skills, structured work approach
Preferred skills
Experience in digital advisory processes