Berater (m/w/d) für Individualkunden
Core
Provide holistic financial consulting and structured advisory services to individual customers, developing personalized financial concepts and analyses based on their needs.
Role type
Senior individual customer advisor (banking)
Builds
Personalized financial solutions and comprehensive financial concepts for private clients
Domain
Banking / Personal Finance
Deliverable
client delivery
Required skills
Holistic financial consulting, sales and acquisition execution, documentation and system management, communication, regional market knowledge
Preferred skills
Interest in digital finance trends, continuous professional development
Technologies
Banking systems
Responsibilities
Advise and support individual customers on all financial matters, identify sales opportunities and engage specialists for further needs, document results and information reliably in systems
Seniority
Senior, experienced IC