Kundenberater (m/w/d) Vorsorge
Core
Providing personalized advice on pension planning and financial products to customers.
Role type
Customer advisor (pension & wealth management)
Domain
Banking / Financial Services
Required skills
Pension planning expertise, financial product knowledge, customer relationship management, solution design, sales of bundled and securities products, advisory communication
Responsibilities
Advise customers on pension and finance topics, find individual solutions for life situations, identify opportunities in bundled and securities business, conduct confident and goal-oriented advisory conversations