Bankkaufmann/-frau als Finanzberater / Finanzberaterin (m/w/d)
On-site
Core
Providing holistic, needs-oriented financial advice and asset management services to customers via on-site consultation and digital tools.
Role type
Financial advisor (IC)
Builds
Financial advisory services and client relationships
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advisory, customer acquisition, digital tool usage, negotiation, self-management
Preferred skills
Entrepreneurial mindset
Technologies
Digital advisory tools
Responsibilities
On-site customer consultation, holistic customer care without product mandates, independent daily work management, acquiring new customers
Seniority
Mid-level, experienced IC