Privatkundenberater:in (m/w/d)
On-site
Core
Advise and support private customers on financial and pension topics, create individual offers and financial overviews, and utilize digital and personal consulting channels.
Role type
Private banking advisor
Builds
Individual financial offers and overviews for private clients
Domain
Banking and insurance
Deliverable
client delivery
Required skills
Financial advisory, pension planning, digital consulting, sales experience
Preferred skills
Communication strength, customer orientation, initiative, teamwork
Responsibilities
Advise private customers on financial and pension topics, create individual offers and financial overviews, use digital and personal consulting channels, refer specialized topics to specialist advisors