Spezialist Bankberatung Remote (d/m/w), Regionales Beratungscenter Nürnberg
Core
Remote financial advisor specializing in securities products up to risk class 4, serving high-demand customer groups via phone and video consultation.
Role type
Senior IC financial sales specialist
Builds
Financial service products and securities portfolios
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Securities product knowledge, sales experience, EU investor advisory certification, business acumen, PC proficiency
Preferred skills
Cross-selling expertise, relationship management, analytical thinking, high motivation
Technologies
CRM systems, video consultation tools
Responsibilities
Consult and sell securities products via phone/video, build and develop long-term customer relationships, process assigned and self-initiated customer leads, ensure high service quality and regulatory compliance, conduct pre- and after-sales activities, maintain high appointment and conversation frequency.
Seniority
Mid-level, hands-on IC