Kundenberater (m/w/d) Vorsorge
Core
Providing personalized advice on pension planning and financial products to customers.
Role type
Customer advisor (pension planning and wealth management)
Builds
Individual financial solutions for clients
Domain
Banking / Wealth Management
Required skills
Pension planning expertise, financial product knowledge, client consultation, solution design
Responsibilities
Advise customers on pension and financial matters, identify opportunities in bundled and securities business, conduct client consultations
Seniority
Junior to Mid-level (1-2 years experience required)