Kundenberater:in medial für individuelle Kunden (m/w/d)
Core
Provide holistic financial advice and sales for individual customers across multiple channels, focusing on asset building, securities, and wealth management.
Role type
Senior IC financial advisor (retail banking)
Builds
Personalized financial solutions, securities products, and banking services for individual clients
Domain
Retail banking / Wealth management
Required skills
Holistic customer advisory, multi-channel support, securities sales, asset building, contract management, risk control, cross-selling, digital communication tools
Preferred skills
Flexibility across communication channels, service orientation, team collaboration, independent task organization, interest in digital developments
Technologies
Digital and media tools for customer advisory, banking software platforms
Responsibilities
Conduct holistic customer advisory and multi-channel support, develop existing customer relationships through needs-based consulting, advise on securities and asset building, acquire new customers, handle administrative tasks and contract management, implement service standards, perform risk control activities
Seniority
Senior, hands-on IC