Individualkundenbetreuer (m/w/d)
Core
Provide individualized financial consulting and planning for private and business customers across all life stages, from asset management to financing and insurance.
Role type
Individual customer advisor (banking)
Builds
Tailored financial solutions and long-term customer relationships
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial planning, needs analysis, cross-selling, relationship building, product knowledge (loans, insurance, savings)
Preferred skills
Sales mindset, team collaboration, digital advisory
Technologies
Digital advisory platforms, CRM systems