Komfortkundenberater (m/w/d)
Core
Provide holistic, case-closing advisory for investment and pension products to assigned private customers via personal contact or digital channels.
Role type
Senior private banking advisor (investment & pension)
Builds
Investment and pension product portfolios 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 communication tools
Preferred skills
Network growth, empathy, communication strength, initiative
Technologies
Telephony, video chat, email