Kundenberater (m/w/d) Beratungscenter in Kyritz
Core
Advise and support customers on wealth building and optimization through in-person, video, and phone consultations.
Role type
Customer advisor (wealth management)
Builds
Customer relationships and product offerings for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Banking qualification, Investor Services Act (WpHG) certification, customer relationship building, sales, communication
Preferred skills
Empathy, partnership approach, proactive customer acquisition
Responsibilities
Advise customers on wealth building and optimization, build loyal customer relationships, acquire new customers via referrals
Seniority
Entry-level to Mid-level