Kundenberater:in für individuelle Kunden (m/w/d)
Core
Provide holistic financial advice and sales for individual customers, focusing on asset building, securities, and wealth management while managing customer relationships and cross-selling opportunities.
Role type
Individual banking advisor (securities and wealth management)
Builds
Customer portfolios, investment products, and banking services
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Securities advice, wealth management, cross-selling, contract management, regulatory compliance (WpHG), relationship management
Preferred skills
Sparkassen-/Bankfachwirt qualification, experience in pension, current account, and credit business, negotiation skills
Technologies
Multichannel solutions, banking software
Responsibilities
Conduct holistic customer advice and contact management, identify and execute cross-selling opportunities, advise on securities and asset building, acquire new customers, manage contracts and regulatory requirements, implement service standards