Berater (m/w/d) für Geschäftskunden
Core
Advise and support business customers holistically on financial matters and private contexts, developing individual financial concepts and analyses.
Role type
Business Banking Consultant
Builds
Individual financial concepts and analyses for business customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial analysis, Sales, Communication, Presentation, Customer relationship management
Preferred skills
Knowledge of regional market conditions, Interest in digital financial trends
Technologies
Banking systems
Responsibilities
Document consultation results in systems, Identify and execute sales opportunities, Present financial concepts to customers