Kundenberater (m/w/d) Beratungscenter in Oranienburg
Core
Advise and support customers on asset building and optimization through in-person, video, or phone consultations.
Role type
Customer advisor (financial services)
Builds
Customer relationships and product offerings for private clients
Domain
Banking / Financial advisory
Deliverable
client delivery
Required skills
Financial advisory training, customer relationship building, video consultation, needs analysis, persuasive communication
Preferred skills
Securities trading law (WpHG) qualification, prior customer-facing experience