Individualkundenberater (m/w/d)
Core
Individual customer advisor for a savings bank in Hamburg and Lower Saxony, providing comprehensive wealth management and securities advice.
Role type
Individual customer advisor (banking)
Builds
Individual financial solutions and customer relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities expertise, sales orientation, independent work, structured approach, communication skills
Preferred skills
Sparkassenfachwirt certification
Technologies
Digital advisory tools
Responsibilities
Independently manage assigned individual customers, build customer relationships, advise on securities, develop individual solutions with specialist support
Seniority
Entry to Mid-level