Finanzplaner - Bankprodukte / Wertpapiere / Kundenberatung (m/w/d)
Core
Advise customers on bank products, securities, private loans, and investment opportunities to build existing relationships and acquire new clients.
Role type
Financial advisor (bank products/securities)
Builds
Customer relationships and investment portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer advisory, portfolio analysis, relationship management, project coordination
Preferred skills
Bankfachwirt certification
Technologies
Video consultation tools
Responsibilities
Advise customers on bank products and securities, present tailored investment opportunities, contribute to customer-focused projects
Seniority
Mid-level, experienced advisor