Kundenberater (m/w/d) Beratungscenter in Kaulsdorf
Hybrid
Core
Advise and support customers on wealth building and optimization through in-person, video, or phone consultations.
Role type
Customer advisor (wealth management)
Builds
Customer relationships and product offerings for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
customer advisory, wealth management, video consultation, relationship building, sales
Preferred skills
banking training, WpHG advisor qualification, first professional experience
Technologies
video consultation tools
Responsibilities
Consult customers on wealth building and optimization, build loyal customer relationships, acquire new customers via referrals
Seniority
Entry-level to Mid-level