Kundenberater (m/w/d) Schwerpunkt Anlage/Vorsorge (digital), PSD Bank Nürnberg eG
Core
Active sales and advisory for building savings and insurance products, plus standardized securities trading and private credit advisory.
Role type
Retail banking advisor (sales & advisory)
Builds
Financial products (building savings, insurance, securities, private credit) for private customers
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Sales, customer advisory, securities trading, risk disclosure, private credit advisory, outbound sales
Preferred skills
Digital sales channels, team collaboration
Technologies
Digital sales platforms
Responsibilities
Active sales and advisory for building savings and insurance products, standardized securities trading, private credit advisory including risk disclosure, routine customer contact and wish intake, outbound sales
Seniority
Entry-level, individual contributor