Digitaler Individualkundenberater (m/w/d)
Core
Providing holistic financial advice and solutions to private clients via digital and telephone channels.
Role type
Individual client advisor (financial services)
Builds
Financial solutions for private clients
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Financial analysis, client portfolio management, new client acquisition, multi-channel sales, coordination with internal specialists
Preferred skills
None stated
Technologies
None stated
Responsibilities
Analyze financial situations and develop tailored financial solutions, expand existing client relationships and acquire new private clients, conduct consultations via digital and telephone channels, integrate internal specialists for complex financial topics
Seniority
Entry to Mid-level