Leiter Kundenberatung
Core
Leading the customer advisory team and personally advising clients on savings, payments, investments, and insurance planning.
Role type
Team Lead, Customer Advisory
Builds
Customer relationships and advisory services for a regional cooperative bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Customer advisory, team leadership, resource planning, business development, relationship management
Preferred skills
SAQ certification, prior leadership experience, entrepreneurial mindset
Responsibilities
Lead and develop the customer advisory team, manage daily operations and resource allocation, provide direct client advisory on financial products, identify and develop new business opportunities, represent the bank at events
Seniority
Manager, hands-on leadership
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