Berater*in First
Core
First Advisor responsible for customer acquisition, retention, and comprehensive financial advice in standardized securities, banking, and credit products.
Role type
Senior IC financial advisor (retail banking)
Builds
Customer relationships and financial solutions for private and business customers
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
sales techniques, product knowledge, regulatory compliance, MS Office, O&F, risk management
Preferred skills
university degree, customer orientation, self-learning
Technologies
MS Office, O&F
Responsibilities
manage customer relationships and satisfaction, increase retention and value through case-based advice, support customers with digital offerings, proactively contact customers based on central leads, process manual dispositions, acquire new customers via referral management, coordinate with specialists for complex needs, cover flexible service hours