Komfortkundenberater (m/w/d)
Core
Provide holistic, case-closing advisory for investment and pension products to assigned customers via personal meetings or digital channels.
Role type
Senior IC financial advisor (private banking)
Builds
Investment and pension product offerings for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, pension planning, credit business with private clients, sales and acquisition techniques, digital media proficiency
Preferred skills
Empathy, communication strength, high degree of initiative
Responsibilities
Advise assigned customers on investment and pension products, maintain and grow the customer base, engage customers via phone, video chat, and email