Kundenberater im Bankwesen (m/w/d)
On-site
Core
Provide holistic, needs-oriented advice and support to a personal client circle, analyzing financial situations and developing individual solutions.
Role type
Client Advisor in Banking
Builds
Individual financial solutions and client relationships
Domain
Banking and securities
Deliverable
client delivery
Required skills
Financial analysis, solution development, client relationship management, process adherence
Preferred skills
Securities business knowledge, WpHG qualification
Responsibilities
Conducting client meetings, planning and implementing sales activities, monitoring guidelines and quality standards