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.
Role type
Individual customer financial advisor
Builds
Financial products and securities for retail clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Securities advice, asset building, cross-selling, contract management, regulatory compliance (WpHG), savings and loan business knowledge
Preferred skills
Team collaboration, solution-oriented consulting, active listening, negotiation
Technologies
Multi-channel solutions, banking software
Responsibilities
Conduct holistic customer consultations, execute cross-selling of product portfolios, manage securities transactions, acquire new customers, create contracts, implement service standards