Finanzberater (m/w/d) - in Konstanz
Hybrid
Core
Providing holistic financial advice and sales solutions for private customers in Konstanz, leveraging digital and omni-channel tools.
Role type
Financial Advisor (Private Banking)
Builds
Individual financial solutions and defined banking products for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial analysis, sales, customer relationship management, team leadership, marketing execution
Preferred skills
Prior customer advisory experience, creative sales ideas, confident communication
Technologies
Analysis tools, digital advisory platforms
Responsibilities
Conducting holistic customer consultations, selling defined products, increasing customer penetration and revenue, leading a small team, executing marketing activities
Seniority
Mid-level, individual contributor with team oversight