Spezialist Bankberatung Remote (d/m/w), Regionales Beratungscenter Berlin
Core
Remote specialist providing comprehensive financial advice to private customers via digital channels (phone, video, chat) and in-person at Berlin centers, covering accounts, investments, insurance, and private loans.
Role type
Senior IC financial advisor (banking)
Builds
Standardized banking product portfolio and financial solutions for private clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, sales experience, EU investment advisor certification, business acumen, PC proficiency, cross-selling ability, regulatory compliance adherence
Preferred skills
Commercial mindset, team collaboration, continuous learning, analytical thinking, high motivation
Technologies
Digital media tools, omnichannel workstations, banking software systems
Responsibilities
Advise customers on accounts, investments, insurance, and loans via digital and in-person channels; identify cross-selling opportunities; execute pre- and after-sales activities; maintain service quality within regulatory frameworks.
Seniority
Mid-level, hands-on IC