Junior Individualkundenberater (m/w/d) mit Entwicklungsplan
Core
Financial advisor building long-term customer relationships and providing holistic banking solutions across all life phases.
Role type
Junior individual customer advisor (sales & advisory)
Builds
Personalized financial solutions for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Active customer acquisition, holistic financial consulting, needs analysis, sales target management, referral to specialists
Preferred skills
Empathy, engagement, organizational talent, goal-oriented approach
Technologies
S-Finanzkoncept
Responsibilities
Proactively approach existing customers to expand the client base, provide holistic advice on investments, loans, insurance, and real estate, develop tailored solutions using the S-Finanzkoncept, achieve personal sales targets, identify customer needs and refer to specialists for complex products, acquire new customers
Seniority
Junior, entry-level with 2+ years experience